Estate Planning

We are an Estate Planning firm that provides holistic estate planning services to individuals and business owners.  Our goal is to advise you so that the decisions you make are informed.  We want to assist you in protecting yourself, your business, your loved ones and your lifestyle in the event of death or ill health.

We acknowledge that there is a lot of free information widely available.  We strive to add value to all our clients through understanding your personal situation, selecting the right information and providing it in a digestible format, that is bespoke it to your own personal circumstances.  Our advice is provided in clear English and on a transparent fee basis.

Our team has both a law and financial planning background, in addition to holding appropriate drafting qualifications and training for drafting Wills and Power of Attorney.   We are members of the Institute of Professional Will Writers and we adhere to their code of contact.  As a member of the Institute of Professional Willwriters we are dedicated to demonstrating our commitment to being qualified and ethical in our approach.

Client Agreement
Carnelian Brochure