Estate Planning

As the business developed as an offshoot of our main Financial Planning business, we are in the unique position of being able to take a holistic approach to planning your future.

We aim to understand our clients’ goals, both during their lives and beyond them. Taking this approach allows us to ensure that you live the life you want, whilst safe in the knowledge that your assets will pass as you intend when you’re no longer here.

Golden Nest EggThe majority of our estate planning clients are also clients of our financial planning business.

As a business that prides itself with working with our clients over many years, this has enabled us to garner great knowledge on our clients’ lives and interests.

This has proved a great advantage when it comes to creating and implementing the correct plans and arrangements.








Why should I worry?

We believe the future should not be left unplanned.

Reasons why

Lasting Power of Attorney?

Read the story of Heather Bateman to see why everybody should have one.

Avoid the trap

Keeping the fruits of your labour

Leave your money to the family, not HMRC.

Why us?