Protecting family assets from the perils of modern society and ensuring their future security.
We provide a full range of Wills and Trusts which have saved millions of pounds in Inheritance Tax and protected tens of millions of pounds in assets for our clients.
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What do you love most about your job?
Helping people protect their hard earned assets and ensuring loved ones benefit thus providing peace of mind.
What inspired you to start your own business?
When I worked with a large firm for over 20 years I only focused on my part of the process but now I provide a complete personal service taking the time to fully understand all of your needs.
Why should our clients choose you?
I provide a professional and personal service in the comfort of your own home or workplace at a time that suits you, day or evening.
Can you provide your services online or remotely? If so, please add details.
Telephone, Zoom, MS Teams or WhatsApp video calls are all available to clients.
What changes have you made to keep your customers safe from Covid-19?
I carry all necessary PPE including hand sanitizer, face covering and infra red thermometer to scan myself and everyone present at the start of meetings.
Wills
A tailor made Will for your particular needs. We have a variety of different Trusts which can be used to protect individuals or assets from care fees, loss through remarriage, bankruptcy etc.
Lasting Powers of Attorney
Many of us will develop health problems as we get older, and may even be struck down in the prime of life by accident or illness, arranging for someone to have legal control over our finances and health decisions can be invaluable.
1 in 3 people over 65 and 80% of people living in care homes have a form of dementia.
"Putting a power of attorney in place is bread-and-butter financial planning, as it is the second most important document after a will ."
Funeral Plans
Funeral prices rise as much as 10% each year.
A funeral plan locks in today's prices and gives peace of mind that the funeral you want is guaranteed whenever the time comes regardless of future price rises.
