Practical Planning for Life and Business
Clear, personal guidance on wills, trust and estate planning for you, your family and your business.
- Free 30-minute call
- No obligation
- Crosby & the North West
Accredited.
Approved.
Trusted.
Qualified member
Approved Code of Practice
ICO registered- Professional indemnity insuredYour plans are protected
Good planning shouldn’t be complicated.
Whether it’s for your family or your business, clear advice makes all the difference.
After years in financial services, I started this practice to offer something more personal - straightforward guidance on wills, trusts and estate planning, without jargon or pressure.
My role is simple: to listen, understand what matters to you, and help you make confident decisions about the future.
Planning That Gives You Confidence
Every situation is different. Whether you're securing your family's future or protecting your business, my role is to make the process clear, personal and practical.
01
Wills
Clear, carefully prepared wills that reflect your wishes, protect those you care about, and ensure your estate is handled exactly as you intend.
Explore wills
02
Trusts
Thoughtfully structured trusts designed to safeguard assets, provide long-term security for loved ones, and support effective estate planning.
Explore trusts
03
Estate Planning
Joined-up advice that looks at the full picture, family, finances and business interests, helping you plan confidently for the future.
Explore estate planning
04
Power of Attorney
Practical arrangements that ensure the right people can act on your behalf, should you ever need support managing your affairs.
Explore power of attorneyWithout a will, the law decides — not you.
Answer two quick questions to see who would inherit under the intestacy rules in England & Wales. Many people are surprised by the result.
A simplified summary of the intestacy rules in England & Wales, for general information only — not legal advice.
Put your own wishes in writingPersonal Advice.
Professional Standards.
I combine the personal service of a small practice with the knowledge and professionalism gained from years in financial services.
Every client receives clear, considered advice no jargon, no hidden costs, just practical planning that gives you confidence in every decision. Whether you’re preparing a will, setting up a trust or safeguarding your business, you’ll have my full attention from start to finish.
Clear Guidance
Straightforward advice that helps you understand your options and make confident decisions.
Find Out MoreHonest Advice
You’ll always know where you stand. Transparent costs, no jargon, and recommendations that serve your best interests.
Find Out MorePersonal Service
Every client is unique. I take the time to understand your goals and shape a plan that fits your life and business.
Find Out MoreProven Experience
As a qualified member of the Institute of Professional Will Writers, I provide trusted, professional guidance built on experience.
Find Out MoreExperience You Can Rely On
250+
Clients Helped
Results Driven
15+
Years Experience
Expert Advice
100%
Personal Service
Work Directly With Me
100%
Transparency
Clear Communication
From first conversation to peace of mind
Most services are completed within a few weeks, depending on what’s required and how quickly documents are reviewed and approved. Here’s what to expect.
- 01
A free 30-minute call
We start with a relaxed conversation — by phone, video or in person. You tell me what’s on your mind; I explain your options in plain English. No obligation, no pressure.
- 02
Your planning meeting
We go through your family, property, finances and any business interests together, so the plan reflects your whole picture — not just a template.
- 03
Drafting & plain-English review
I prepare your documents and walk you through every clause. Nothing is signed until you’re completely comfortable with it.
- 04
Signing, storage & reviews
I guide you through signing correctly, arrange registration or secure storage where needed, and help you keep everything up to date as life changes.
Frequently asked questions
A few of the things people often ask before getting started and if your question isn’t here, I’m always happy to help directly.
More questions answeredHow long does it take to set everything up?
Most services are completed within a few weeks, depending on what’s required and how quickly documents are reviewed and approved.
Do I need to prepare anything before our first meeting?
Not usually — I’ll guide you on anything helpful to have, but the first conversation is simply about understanding your situation and priorities.
Can you work alongside my financial advisor?
Yes, I regularly work with advisers and accountants to ensure your planning is joined-up and aligned with your wider financial picture.
What areas do you cover?
I provide estate planning services across the North West of England, with in-person appointments available locally. I’m based in Crosby and also work with clients remotely where appropriate.
Is there any obligation after the initial consultation?
No — the initial consultation is free and without obligation, giving you space to decide what’s right for you.
How much do your services cost?
Costs depend on the service you need, but pricing is always explained clearly upfront so there are no surprises.
Let’s talk about what matters to you
Your first 30-minute conversation is free and without obligation. I’ll listen, explain your options in plain English, and you can decide what’s right for you.
- Personal Response
- No Obligation
- Free 30-minutes call