We’re delighted to welcome business professionals to our monthly guest events in and around Oxfordshire
Part of the Opendoorz family since Feb ’24
Play Hard…
When not working, I like to spend time with my wife Penny, walking or travelling to interesting places. I love watching live sports and am a member of Newbury Rugby Club and a long suffering season ticket holder at Reading FC. all of the above can be enhanced by a decent real ale, good wine and fine food. I love a quiz and can confidently say that my knowledge of generally useless facts is outstanding!
Work Hard…
After a lifetime of working to support your nearest and dearest, you want to make sure that the ones you love and value are catered for. You want to ensure that the assets that have been built are protected and kept within the family.
Bloodline Planning with myself or the team at Kept Assets ensures that this is easily achievable giving you peace of mind and comfort in the fact that your legacy is secured and your family are looked after.
Kept Assets Limited are a specialist advisory firm based in Newbury in Berkshire that can provide you with Bloodline Planning through our comprehensive Will writing or estate planning services. It’s a simple fact that all of our lives come to an end, sometimes earlier than we would have liked, sometimes later.
With a little help from Kept Assets Limited you can plan your estate to provide for the three main factors that can affect your intended outcomes: Direction, Protection and Tax Mitigation.
Our Associate Director Jon Ellard gives a brief glimpse of how his brain works…