We put our clients at the heart of everything and build tailormade solutions to meet the individual needs of the client and their loved ones. We believe that Wills and Estate Planning are the foundations to any successful financial plan. We have a passion for helping clients to fulfil their dreams and ambitions while ensuring they protect what is important. We make sure that our clients and their families are protected.
We feel justly proud of our 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’ in financial planning and has achieved distinctions in three STEP exams (The Society of Trust and Estate Practitioners). Ally works alongside Sharon Liptrott the Business Principle who has worked in the Industry for over 5 years and are both proud members of the Institute of Professional Willwriters (IPW), subscribing to their strict code of conduct.
The Institute of Professional Willwriters (IPW) was founded in 1991 as a self-regulatory body to safeguard the public from unqualified practitioners and unethical business practices and has become established as the recognised professional body regulating and promoting the profession of Willwriting in England, Wales and Northern Ireland.
Our team has a variety of experience in these areas enabling us to help and assist our clients, no matter what their situation.
We have offices in Berkshire, Cheshire & Shropshire and offer services throughout England and Wales via Zoom and Teams.