We are specialists in Estate Planning and advising in various areas of Financial Planning and End of Life Planning.
Whether you are new to writing a Will or need to organise you Lasting Power of Attorney, we are here to help.
Our aim is to give clear advice, making it as easy to understand as possible. Click below to book an initial appointment to discuss your needs.
Standard Wills are primarily used for appointing a Legal Guardian to look after your children should you pass away and to name who you would want your assets to pass to upon death.
Mirrored Wills are the same as Standard Wills but designed for couples who have the same, or very similar, wishes. You will still received two Wills, however these documents will mirror each other.
Many peoples wishes and concerns are not covered by a standard will. Legal Trusts can be written into your Wills to cover many issues that worry clients. We also help with non-Will related Trusts, such as Living Trusts and Deeds of Trust.
If you lose capacity would you prefer for a loved one to look after your assets and make health and well being decisions for you?
Unsure of what you need? From concerns around end of life planning, inheritance tax worries, business set up, gifting to children and more we can help guide you to the right solution.
We have agents qualified to advise in a variety of insurances, including; life insurance, income protection, critical illness cover, funeral plans, health insurance, family income benefit and more. Whether reviewing existing cover or new to insurance, let us help you with free independent advice.
Monday - Friday: 9am to 5pm
Monday - Friday: 5pm to 9pm: By appointment only
Saturday: By appointment only
Sunday: Closed
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