Everything we do has two principal aims: to give you complete peace of mind and make life easier for your loved ones in the future – whether it’s appointing the right attorneys to make decisions for you if you’re not able to, or protecting and preserving your wealth. 

Because everyone’s life is unique, so too is the advice we offer. We believe in doing the right thing, with our recommendations carefully structured around your circumstances, your wishes for those left behind and what you want to achieve.

Founded in 2004, we’ve grown through word-of-mouth recommendations, and have helped thousands of clients to maximise inheritance for those they love, ensuring their estate goes to the right people, at the right time. Our Estate Planning Consultants pride themselves in delivering the best client experience.

Of course, it is natural to want to protect your loved ones – in life and afterwards. So, while death is a subject that many people don’t want to talk about, what we’re really discussing is sensible financial planning aimed at ensuring the wealth that you’ve worked hard to accumulate during your lifetime remains with your family, friends and loved ones after you’ve passed away. 

To support people wanting to achieve this, we provide a bespoke professional estate planning service, including advice concerning Wills, Trusts and Lasting Power of Attorney.  

We work with the public, support employers to take care of their employees, and work with experts in the financial sector, including accountants and IFAs, to help their clients take proactive steps to plan ahead. 

Our qualifications enable us to provide the best advice. We’re a full member of the IPW and all our Consultants are associate members, whilst colleagues within our legal team are STEP members and hold Affiliate and Diploma-level accreditations. These gold standards afford additional reassurance that advice has been provided correctly, helping you pass on more of your wealth to those you care about.

Estate Planning Solutions

This department specializes in guiding clients through the process of creating and managing estate plans to ensure effective asset distribution and financial security.

Estate Planning Solutions

Org chart

Teams

Estate Planning

Offices

Estate Planning Solutions

Org chart

Teams

Estate Planning

Offices

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