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. We have Jon O’Brien our Senior Trust & Estate Planning Consultant with over 16 years’ experience within a Private Solicitors Practice and over 8 years in the commercial legal market. Jon works alongside Mark Roberts the Business Principle who has worked in the Finance and Banking Industry for 30 years. The rest of the Team who all have a variety of experience in these areas enable us to help and assist our clients, no matter what their situation.

Read more about our story

News Feed

What sets our Asset Protection Trusts apart from the competition?

Why use Wills and Pilot Trusts? Assets not protected by a Trust face attack from...

Read More

Reasons for a Property Protection Trust

A Property Protection Trust is designed to help and protect your property from creditors including...

Read More

Don't Make Inheritance Tax Taxing

Whenever Brits are polled on their most hated tax, without fail, one tax in particular...

Read More

What our clients say

ENQUIRE NOW

Or Call 01782 963 303