Clear steps. No surprises.
Good planning shouldn’t be complicated. Here’s exactly what happens from our first conversation to the moment your documents are signed and safely stored.
- 01
A free 30-minute call
We start with a relaxed, no-obligation conversation about what’s on your mind — whether that’s a first will, protecting the family home, or planning around a business.
- By phone, video or in person
- Your questions answered in plain English
- A clear idea of what you need — and what you don’t
- 02
Your planning meeting
We go through your circumstances together: family, property, finances and any business interests. If you have a financial adviser or accountant, I’m happy to work alongside them.
- In-person appointments available locally
- Remote meetings where appropriate
- Your fee confirmed clearly upfront
- 03
Drafting & plain-English review
I prepare your documents carefully and in line with current legal requirements, then walk you through every clause so you understand exactly what they say and why.
- Every clause explained
- Changes made until it’s right
- Nothing signed until you’re comfortable
- 04
Signing, storage & reviews
I guide you through signing and witnessing correctly, manage any registration — such as Lasting Powers of Attorney with the Office of the Public Guardian — and arrange secure storage if you’d like it.
- Correct signing and witnessing
- Registration handled for you
- Reviews as life changes
Wherever you’re most comfortable
Phone or video
Convenient, quick and ideal for busy diaries or clients further afield.
At your home
In-person appointments available locally — often the most relaxed way to talk things through.
Locally in Crosby
Based in Crosby, working with clients across Merseyside and the wider North West.
Joined-up, never in isolation
Yes, I regularly work with advisers and accountants to ensure your planning is joined-up and aligned with your wider financial picture.
With your consent, I’ll liaise with them directly — so you don’t have to be the go-between.
About joined-up estate planningFrequently 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