|Charles de Lastic- Managing Director, Financial Planner and Inheritance tax specialist|
|What do you do? I inspire, help and coach people to live happier more effective lives. This is the guiding principle of my life from which I decide on and against which I review all my actions. Putting it up here encourages me and everyone I engage with to hold me accountable for this statement.
|I have worked in financial services for most of my working life. I started work at 18 in the City working in general banking for Coutts and Co (the Queens Bank) before moving to their Stocks and Shares department. This was where I first started my interest in all aspects of investment. After a few years, I decided I preferred working more with people and joined Sainsbury’s, rising to become a deputy store manager.
After taking “early retirement” at age 32, I lived abroad spending my summer days windsurfing and evenings running my own bar and restaurant on the Greek island of Lefkas. In the winters I “worked” as a holiday rep for Thompsons and Inghams while skiing in France. I did this for 7 years before deciding to return to normal life, as I couldn’t keep up with the youngsters anymore.
On returning to the UK in 1994 I decided to train as a financial adviser and worked for Lloyds Bank and then for Barclays Bank advising their business owners and wealthy clients. I started our current Inheritance tax planning practice in 1998 to specialise in Inheritance tax and Financial planning for Property owners, Business owners, Professionals and the Wealthy retired. One of the main reasons was to deliver a level of long-term service excellence that was impossible while working for a bank.
I am one of those strange people who are happy to work well into old age because I love what I do (let’s face it – I’ve had more than my fair share of time off already).I am currently the Vice Chairman of the Personal Finance Society for Herts and Middlesex.
In my spare time, I read a lot of books on business and personal development to help with my business coaching practice. I also travel and have quite a few weeks holidays which are mainly spent skiing, kite surfing or windsurfing.
|Heather Glasscoe – Finance and Operations Manager|
|Heather has worked in the company since 1999. As well as working with our clients she is the Finance and Operations Manager and so manages the accounts and all the operations for the company. It is often remarked on by our suppliers, that she is amazingly organised with a huge capacity for just getting things done. She ensures that everything involved in running a busy company runs smoothly, to ensure our client team is able to concentrate on high levels of client service.
Heather’s Mum continues to be one of the people closest to her and she enjoys very strong family relationships. She is fond of travel and shopping in all its many forms – she has a reputation for finding the best bargains out there.
She lives with Charles at their home in Wheathampstead.
|Tania Greenfield – Inheritance tax specialist|
|Tania works with Charles to deal with complicated Inheritance Tax cases. Together they aim to provide a high level of advice and client service. Tania’s previous roles and training as a Chartered Accountant means she has a strong eye for detail which is important in dealing with the more complex planning cases. She lives in Hertfordshire with her husband, two children and dog.|
|Caryn Hood – Client relationship manager|
|Caryn previously worked for IBM, Lloyds Bank and a specialist Trust provider she has a wide knowledge of finance. She worked with us for many years rising to become our Office Manager. She left to work in her own business and has decided to return to work with us in 2016 on a part-time basis. She is now our Office Manager again. She helps ensure all our clients get the high level of quality service they would expect by making sure the administration of plans are kept up to date and processed smoothly.
She lives in Harpenden with her partner Luke.
| Sarah joined us in September 2017 after a successful career in the city. Having worked for UBS, HSBC and Kleinwort Hambros, she brings both a keen interest and a broad knowledge of financial matters to the firm. She works as a Customer Relationship Manager and also manages our website.
She lives in Harpenden with her three children and husband Graeme.
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