Helping you make the best
investment decisions

We start from the belief that effective financial planning is far more complex than simply arranging individual products.


Estate planning, Wills and Lasting Powers of Attorney and Probate

We have vast experience advising clients on estate planning and mitigation of unnecessary inheritance tax on their estates. We are experienced in Will writing to ensure your estate is administered as you would wish.

We create Lasting Powers of Attorney (LPAs) to protect you should you no longer be able look after your own affairs. Our experience over many years has led to recommend all clients consider setting up formal LPAs.

Sadly there have been occasions where this decision has been taken too late and the estate of the person has been hard to administer with the intervention required by the Court of Protection. It is never too soon to arrange an LPA as you can never be sure if and when this will be needed.

We have also completed numerous Probate applications with clients and are proud to have a Trusts and Estates Practitioner in house.

Please note that Will writing and Probate services are not regulated by the Financial Conduct Authority.