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Stoke-on-Trent
We believe everyone should have a plan in place for later life That it is why we created the Advice Plan. The Advice Plan details the products and services that truly offer great value, protection and above all, peace of mind for not only you, but your family too.
Stoke-on-Trent
I’ve been a will writer and estate planner for over ten years, working in association with Countrywide Tax and Trust Corporation who are STEP Qualified.
Stoke-on-Trent
Oakleaf Wills & Probate has been helping hundreds of people since 2010 to ensure that their affairs are in order and consistent with current rules and regulations. The services we offer are ongoing and a free Will review service is available to clients at any time; Furthermore any number of amendments to your Will can be made in the future at no additional cost. If changes to legislation impact on your affairs you will be contacted and advised accordingly.
Stoke-on-Trent
Expect the very best quality financial advice and top class service from Lyon & Co LLP. Our approach is simple - we are friendly, approachable and helpful and we communicate with you in plain English. We are primarily interested in what YOU want to achieve and we are willing to commit to working with you towards YOUR goals over the coming years. We are truly independent.
Stoke-on-Trent
We feel justly proud of our Estate Planning Service and feel this is supported by the fact that over 80% of our business comes from recommendations. This underlines that our clients appreciate our objectives and ethics whilst providing a premium service at a very affordable price. We have Jon O’Brien our Senior Trust & Estate Planning Consultant with over 16 years’ experience within a Private Solicitors Practice and over 8 years in the commercial legal market.
Stoke-on-Trent
We are Independent Financial Advisers dealing with all types of investments and retirement funding, Protection, wills and probate.
Stoke-on-Trent
We offer the following services: Conveyancing Wills Lasting Power of Attorney Court of Protection Family Law Child Care Law Criminal Law
We cover all aspects of Estate Planning from simple Wills, Property Trust clauses, Lifetime Trusts, Lasting Powers of Attorney and also we have a Probate Service by referral. We are able to offer Telephone meetings, Zoom / Teams, Office to local clients and also an alternative of Online Wills if you prefer. We are a small professional company and we set up in 2013, we are members of The Society of Will Writers (SWW)
Meeting clients and helping them achieve their wishes to what is the best solution for them. Also to be able to give them advice and to help them understand complex issues they may not have considered and relay back to them in simple terms.
I have always working in Financial Services and then I set up on my own in 2005 in Financial Services, specialising in Mortgages & Protection. I then realised clients needed advice on Estate Planning, after all we were handling one of their most important purchases and ensuring they were protected should anything happen to them or their family, so it seem right to training in Wills & Estate Planning and to be able to add another professional service to our portfolio for clients. We also have access and work closely with other legal professionals for complex Estate / IHT / Trusts to ensure our clients have the best advice for their needs.
We are a small team, and clients who know us always say how approachable and friendly we are and handle everything for them efficiently and professional and this is why our business has grown on referrals.
Although our offices are based in Newcastle - under -Lyme, Staffordshire. We do offer a home visit service for some clients within a reasonable travelling time. However we have adapted the last few years and also with technology we are now able to offer meetings via Telephone if you prefer and which is now proving more popular are zoom / teams meetings so you feel as though you are in the office with us! we have also recently launched our online portal which is linked to our professional software and you can create a simple Will yourself online if you prefer.
Since COVID appeared we have adapted and now can offer remote appointments via zoom/ teams / telephone or even our online portal for simple Wills.
