We Make it Personal

We feel justly proud of our Estate Planning Service and feel this is supported by the fact that over 80% of our business comes from recommendations. This underlines that our clients appreciate our objectives and ethics whilst providing a premium service at a very affordable price. Ally Ilott is our Senior Trust & Estate Planning Consultant with over 22 years’ experience in Financial Planning. As a Financial Advisor, Ally was very aware that a high proportion of adults do not have Wills and Lasting Powers of Attorney in place and felt strongly that she wanted to help change this. Knowledge and expertise is at the heart of what we do. We pride ourselves in keeping our knowledge up to date and Ally has achieved distinctions in three STEP exams (The Society of Trust and Estate Practitioners) and is a member of the Institute of Professional Willwriters (IPW). As part of the IPW membership we commit to undertaking CPD to ensure our knowledge is always up to date.