How we do it

& How we can help you

Over 20 years experience in Estate Planning.

Fully accredited and regulated.

Professional, empathetic, understanding and clear to the point.

Providing plans that truly reflect your wishes and protect those who matter most.

We follow a process that keeps everything simple and personal:

1/. Understanding you - listening carefully to your needs, values and concerns

2/. Explaining your options - without jargon or legal fog. Keeping the options and information clear but informative for you

3/. Creating a tailored plan - bespoke to you, your family, business or specific environment/situation.

4/. Ongoing support - as life changes, your plan evolves with you. As a result, I am here to support this in the future.

Clients often say my calm and approachable style makes hard conversations easy :)

We can support you and your team by:

1/. Ensuring personal affairs are in order for peace of mind

2/. Protecting staff's families through Wills & LPA's

3/. Offering businesses continuity planning so your company is protected if something unexpected happens

4/. Providing staff workshops on planning essentials - reducing stress and uncertainty in the workplace

Helping you achieve the greatest

estate planning advice in Cheshire & surrounding areas.