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