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I offer Estate Planning Services throughout the West Midlands specialising in the following services:

Protecting Home and Assets
Trust planning and advice
Lasting Powers of Attorney
Funeral Plan advice
Care Funding advice



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I genuinely enjoy meeting new clients and getting to know all about them. their history and their family. I find it extremely satisfying at the end of a case when clients express how grateful they are for my help in removing a massive worry from their minds.

I love working for myself and being in control of how I can look after my clients. Clients don't have to worry themselves about a ticking clock costing them money every minute we are chatting. Working for myself means I can be as flexible as possible to ensure you are as satisfied as possible.

One of the most common thing clients (or children of elderly clients) say is how pleased they are with how I made them feel relaxed and at ease. I have no interest in putting people under pressure to buy, my aim is to educate them to the best of my ability about how they could solve their issue. I hate being "sold" to and pressure selling never works on me. In my experience by the time we've sat down for a cuppa together and I've got to know them and discuss their issue, most clients ask me to begin working for them anyway.