Strategic Estate Planning primarily works with property owners and investors keen to protect real estate assets both now and in the future.
The shareholders and directors have many years experience in property investment, property finance and development.
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What do you love most about your job?
Meeting people and making them aware what steps they can take to ensure their wishes are carried out and assets protected now and in the future
What inspired you to start your own business?
Having worked with some big firms didn't like the fact they were just a number crunching set up
Why should our clients choose you?
Strategic Estate Planning specialises in working with property owners, Landlords and Investors and we also look after some quite complex blended family issues. Our background in property and financial services lad us into estate planning and we have transferred the same personal service over to the business. We prefer face to face meetings with no hard sell.
Can you provide your services online or remotely? If so, please add details.
For those who want it we can do telephone and video conferencing but prefer face to face meetings
Range of Trusts
We are able to advise and recommend on Asset Trusts
Powers of attorney
We will PROPERLY complete the LPAS to ensure your wishes and instructions are carried out
