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About Us

estate planning
About Us

Who are we?

We provide you with ‘Peace of mind’, helping you plan effectively for the future.

We are a company whose success is based on 4 core principles:





About Us

What do we do?

  • Write wills
  • Give advice on the use of trusts
  • Give independent advice on funeral plans
  • Arrange Lasting Power of Attorney appointments and deputyship applications
  • Inheritance tax planning
About Us

Who are our customers?

  • People who value professional advice
  • People who want to know that their hard-earned possessions go to the right people when they die
  • People who want to nominate who deals with their affairs if they lose mental capacity
  • People who want to save on inheritance tax
About Us

What makes us different?

  • Working with you – with no time restriction – to help you understand what options are available
  • Low cost access to ongoing advice, being there for you when circumstances change
  • Providing an understandable written report explaining the recommendation being made
  • Considerate and empathetic approach
  • Meetings at a time and place convenient for you
  • Most wills are completed within 2 weeks of the initial meeting, and we promise to keep you updated from start to finish
About Us

Our mission is to:

  • Increase the public’s knowledge of, and their understanding of the importance of estate planning through good communication
  • Provide everyone with an affordable solution
  • Provide everyone with the solution they pay for in the format they prefer
  • Invest in people who share the same principles and feel trusted, valued and empowered to make decisions

Our promises to you

To understand your needs, preferences, and circumstances before recommending a product or service
Provide you with clear information about the products and services we offer, including fees and charges
Only recommend a product or service we consider suitable for you, and in the event of it being unaffordable, seek to find a suitable alternative solution – and always the most suitable from the available options
Encourage you to ask if there is something that you do not understand. We will be honest and open in our response
Give you access to a formal complaint procedure in the unlikely event that you become unhappy with our service

Meet the team