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
I am the trusted advisor for Age UK customers of Worcester & District, Malvern and Tenbury Wells so you can be assured that you are in safe, honest and reliable hands. I have lovely testimonials from many of my clients and I'm more than happy to provide these to you if you wish, likewise I can provide details of clients who have agreed to take calls from interested parties who are happy to vouch that I am actually as honest and reliable as I claim!
My offer is simple, a free initial home visit in order review your affairs and put together a bespoke plan for protecting your estate and help you plan for whatever the future holds. The plan will include all services I recommend for your situation together with clear, fixed fees so you are left in doubt as to what the total investment will be. There are no hidden extras, hourly fees or any other nasty surprises. You are then left in peace to reflect on everything we have discussed and go through my information without feeling any pressure to make a decision on the spot.
If you haven't realised already, I operate a strict anti-hard selling policy never applying any pressure to a client. I always suggest you take some time alone to decide if/how you would like to proceed. This leads to my clients regularly recommending my services to their friends.
If I can't help you, I'll always be able to direct you to someone who can. If I feel that you already have everything required in place, I will tell you and there is no fee to pay - it is as simple as that.
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