Who We Are

We are passionate about informing the client of all their options, after all how can you make a considered decision without ALL the facts.

Our message is simple – it shouldn’t cost anything to find out what you might need to consider.

 

Who We Are

We are passionate about informing the client of all their options, after all how can you make a considered decision without ALL the facts.

Our message is simple – it shouldn’t cost anything to find out what you might need to consider.

 

We have over 30 years of experience in legal and financial services.

 

All of our Consultants are members of The Society of Will Writers, the largest regulatory body in our sector, and abide by its Code of Conduct.  The Society of Will Writers is a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession.

Some are also Affiliate members of STEP.

STEP is a global professional body, comprising lawyers, accountants, financial advisors and other practitioners that help families plan for their futures. We provide confidence to families by setting standards, training and educating our members, and upholding those standards.

Safe-to-do-business-with

We are a commercial organisation so in truth we would like you to continue to be clients! But there is no obligation to engage with us at all. In fact we will make you a faithful promise. If at any point you said to us “Please don’t contact me again” we simply won’t.

We have always been totally independent and focused on our core business of:

We believe the best approach is to meet our clients face-to-face, wherever and whenever they like.

This allows us to properly understand your requirements for what, arguably, could be the most valuable document you have.  Of course, we also understand more than ever now that “meeting” via Skype/FaceTime or over the phone can be more convenient. We offer a combination of approach but ultimately it’s your choice.

All of our services have fixed prices, clearly communicated and agreed with you before you instruct us.

OUR DIRECTORS

Contact Us For An Initial Conversation Without Obligation

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