Isabel Sinclair

Brief info

Originally trained as a tax specialist in accountancy and developed an expertise in partnerships and trusts. Trained in financial planning as an integral part of the work and for many years managed a tax department giving pension, inheritance tax and trust advice.

In 1999 joined David F Green & Associates in partnership to add the pension, IHT and trust expertise to the practice. David retired in 2005 and Isabel merged the business with PFM Associates. Obtained Chartered Financial Planner status in June 2012.

Hobbies evolve mainly around food and drink and Isabel is member of the International Wine & Food Society as well as the Bournemouth Wine Society