Estate Planning Made Simple
Estate planning is about protecting what you’ve built and ensuring it’s passed on as you intend. I bring clarity to complex decisions, helping you plan with confidence for your family or your business.
- Plan with Clarity
- Protect what you’ve built
- Family and Business Focused
The Value of Good Planning
A well-considered estate plan makes things simpler for those you leave behind. It can help reduce tax exposure, protect your assets, and ensure your wishes are understood and respected. The right plan brings security now — and reassurance for the future.
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Joined-Up Advice You Can Trust
I take a holistic approach to estate planning, often working alongside your financial adviser, accountant or solicitor. Together, we make sure every part of your estate works in harmony — your will, trusts, and powers of attorney — so nothing is left to chance.
Find Out MoreEvery part of your estate, working in harmony
Your will, trusts, and powers of attorney — so nothing is left to chance. I often work alongside your financial adviser, accountant or solicitor to make sure every piece fits together properly.
- Documents I prepare for you
- Advisers I work alongside
- Your will
- Trusts
- Lasting Powers of Attorney
- Your financial adviser
- Your accountant
- Your solicitor
What’s Included in Your Estate Plan
Every estate plan is prepared with care and attention, ensuring your assets, family and business interests are considered together and clearly documented.
- 01
Full Review
We begin with a comprehensive review of your assets, family circumstances and any existing arrangements to understand your current position and priorities.
- 02
Strategic Planning
I help identify practical steps to protect assets, manage risk and ensure your wishes are clearly structured and aligned.
- 03
Document Preparation
All documents are prepared accurately and clearly, working alongside other advisers where needed to ensure everything fits together properly.
- 04
Family Considerations
We take time to consider how best to support and protect those closest to you, balancing fairness, clarity and long-term security.
- 05
Regular Reviews
As your life evolves, I offer simple reviews and updates to keep your estate plan relevant and effective.
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
Planning that fits together
The best plans rarely stop at one document. See how estate planning connects with the rest of your planning.
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
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 attorneyFrequently 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