Specialists in Trusts, Wills, Lasting Powers of Attorney and other areas of Estate Planning

e are committed to providing our clients with straightforward, professional advice and friendly service. We’re a new company bringing a fresh approach to helping clients with their estate planning needs. An approach which values a bespoke advice over volume sales, solutions which fit your needs rather than one-size-fits all advice, services which suit your best interests instead of our bottom line.

“After years of advising clients for other companies, we have realised how we can bring a new approach to the world of Estate Planning, an approach which puts the client first.”

Our solutions are fully regulated, and by using established solicitors, you will be left with peace of mind that they will be there to provide support when you most need it.

Our process

Experienced Advisors

With a combined 9 years of experience, we have encountered just about every scenario and can use this knowledge to advise you of the best way forward in language you understand. We understand it can be difficult to discuss private matters and so have the skills to approach conversations with care.

Personal touch

We don't use call centres or salespeople travelling the country. From your first phone call through to completion you will be advised by one of us, at a time and place most convenient to you.

Transparent approach

We believe in having an open approach, and as we want to leave you with peace of mind, we make sure you understand the full process. We believe in being as lean as possible so don't have expensive offices or large numbers of staff.

Lasting relationships

We aim to build lasting relationships with happy customers. Our advice is designed to suit your best interests, not ours, if for any other reason you're not satisfied with our service we will do our best to come up with a solution. And any service is covered by the Distance Selling regulations which gives you 14 days to change your mind.