Your legacy. Their future.
Protect your family’s wealth and secure their future. Be confident in the knowledge that we’ll always be there to ensure your legacy.
We know you’ve worked hard for your wealth, so making sure it’s protected and properly passed on, before or after you’ve gone, is incredibly important — not just to you and your family, but to us as well. Our estate planning specialists can work with you to develop and manage a long-term succession plan that aligns with your personal wishes and best interests.
Will writing
Handling matters of an estate can be a complex and deeply emotional endeavour. It’s important to know that your family will be taken care of, even after you’ve gone, but it’s equally imperative that your own concerns, wishes and priorities are also considered.
Making a Will, with the help of our estate planning specialists, ensures your family can access every aspect of their inheritance in a manner and structure befitting your instruction. More importantly, we’ll always be there to ensure the preservation of memories, traditions and moments in time that are embedded into the fabric of your estate.
Trusts
When it comes to preserving your family assets and preventing them from passing into the hands of people you would rather not benefit, creating a Trust is one of the best ways to keep your wealth safe and secure.
Our estate planning specialists can help you decide on the best course of action, taking care of everything, so you can be confident that your investments and savings are expertly managed until the time is right to hand them over.
Meet our Advisers
We’re proud to be one of the few wealth management companies in the UK owned almost entirely by its clients and its staff. It’s this ownership that we believe sets us apart from the rest.
Rachel Phillips
Doug Woodward
Claim your FREE trusts book
Written specifically for the UK's over-65s, this book covers all you need to know; from planning your Will, gifting and the role of trusts, to dangers of inheriting, probate and practical exercises.
Download your FREE book now
Our Seminars
We understand that financial planning can be daunting. We also believe that people should know precisely what they can do with their estate, their investments and their savings to get the best results.
That’s why we host award-winning Public Education Seminars across the UK in a friendly, relaxed setting, so you can discover more about making the most out of your wealth and cementing a stronger financial future for you and your family.
Find your nearest seminar
Search your postcode below to find up-coming Wills, Pensions and Investments seminars in your area.
Attend one of our webinars
Click below to book onto one of our up-coming Wills, Pensions and Investment webinars.
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