Ray Sommerfield
Back to all Advisers

Ray Sommerfield

FINANCIAL ADVISER Banbury

"Ask me about the top three questions people ask at an inheritance planning seminar."

Ray has spent over two decades advising individuals, families and businesses, with a particular focus on tax planning, trust arrangements and helping families pass on their wealth with as little friction as possible. He is also a sought-after public speaker on inheritance and estate planning topics.

Trusts are not regulated by the Financial Conduct Authority