A Personal Approach to Planning
Straightforward advice on wills, trusts and estate planning, delivered with care and complete personal attention from start to finish.
Built on Experience and Integrity
After many years in financial services, I saw how often families and business owners struggled with unclear or impersonal advice. That’s why I started this business — to make professional estate planning straightforward, transparent and human.
I’m proud to be a qualified member of the Institute of Professional Will Writers, providing services you can trust in an unregulated sector. My work is backed by professional indemnity insurance and full ICO registration, so your plans and information are always protected.
“My role is simple: to listen, understand what matters to you, and help you make confident decisions about the future.”
Founded on Experience
Many years in financial services, now focused on making estate planning straightforward, transparent and human.
Qualified and Accredited
A qualified member of the Institute of Professional Will Writers, providing services you can trust in an unregulated sector.
Protected and Compliant
Backed by professional indemnity insurance and full ICO registration, so your plans and information are always protected.
Accredited.
Approved.
Trusted.
Qualified member
Approved Code of Practice
ICO registered- Professional indemnity insuredYour plans are protected
Experience 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
Practical Planning, Personal Service
Every client’s situation is different. Whether you’re planning for family, business, or both, I take time to understand your priorities and explain every option in plain English.
My aim is simple: to help you make the right choices today, so you can look to the future with confidence.
Book Your ConsultationPlanning for you, your family and your business
From first-time wills to joined-up plans for business owners, every client receives the same clear, considered advice.
Young families
Naming guardians and making sure your children are provided for, whatever happens.
Couples & blended families
Balancing fairness between partners, children and stepchildren — clearly and sensitively.
Business owners
Protecting what you’ve built and making sure business interests pass on smoothly.
Later life
Lasting Powers of Attorney and estate plans that give you — and your family — real peace of mind.
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