We specialise in Wills, Trusts, Lasting Powers of Attorney and Probate. For over 25 years we have been helping clients with this vital area of their lives, ensuring that their assets reach the right people at the right time and in the right way. I am well experienced in ensuring your wills complement the financial planning you have done.
I have personally been a directly Authorised Financial Adviser and after over 30 years in financial services I now specialise on this vital area of client service.
We understand the complexities and sensitivities involved in inheritance planning. Our associate The Inheritance Planning Company was set up in 1990 and our commitment and passion is entirely focused on making a difference in people’s lives, by ensuring they have done all they can to protect their families and business partners.