Fiona Heald > Moore Barlow > Lymington, England > Lawyer Profile

Moore Barlow
48 HIGH STREET
LYMINGTON
SO41 9ZQ
England

Work Department

Court of protection

Position

Fiona is a partner in the private wealth department that ensures that her clients are given a voice so that they are able to achieve what they wish. She prides herself on providing a highly personalised service to ensure that whatever legal issues my clients may face, they are fully informed and receive the right advice at the right time.

Fiona’s clients are predominantly elderly people and, where appropriate, their carers. She helps them deal with issues that arise in later life, ensuring that their wishes are met – both now and in the future.

Fiona has close relationships with many of her clients and often supports individuals and families over many years.

She ensures that her clients can achieve what they want in the simplest manner possible.

Memberships

Society of Trust & Estate Practitioners (a member of the Mental Incapacity and Cross-Border special interest groups)
Solicitors for the Elderly
Chair of Private Client Section Advisory Committee
Dementia Friends Champion

Lawyer Rankings

South East > Private client > Personal tax, trusts and probate: Hampshire

Counting SME businesses, HNWIs, and trustees amongst its key clients, the Moore Barlow private wealth team is recommended for its tax efficient succession planning. The group’s strong links with the contentious trust and estate department enable it to offer a comprehensive service on all elements of restructuring of assets and family trust matters. Southampton-based practice head, Naomi Wilkes, has extensive expertise in inheritance tax and estate planning matters, while Philip Whitcomb leads the rural law sub-group from Lymington. Fiona Heald also operates out of Lymington, focusing on lasting powers of attorney and financial abuse issues. Alison Lloyd acts for executors on probate matters, while Rebecca Sparrow regularly manages the property and financial affairs of clients who lack mental capacity.