The number of adults in the United Kingdom who do not have a will in place


People who are now using a Lasting Power of Attorney to put their estate in safe hands


The number of parents who have not detailed their wishes for their children in a will


The number of people who want family or friends to make decisions for them

Protecting Your Wealth

There are a number of ways in which your home, savings and business are vulnerable to attack. We’re here to safeguard these hard earned assets for you and your family, using simple but effective strategies.

Irrespective of your age or the value of your estate, making a will and putting your affairs in order is one of the most important tasks that you are likely to undertake. We can assess your current situation, answer your questions and provide peace of mind for the future.

Our estate planning solutions are tailor-made to suit every set of personal circumstances and every pocket.

Looking after you, your family, and the generations to follow.

We can help you with Wills, setting up a Lasting Power of Attorney and Trusts from our base in Wokingham, Berkshire, to ensure your money passes to your loved ones in the most efficient way possible.

You will be dealing face-to-face with a local, highly-qualified professional who will guide you through the process at every stage.


Our Services



Many people put off making a will believing that those they wish to benefit will automatically do so, or because they don’t think it is relevant.

Lasting Power of Attorney


There may come a time when you’re unable to manage your financial affairs or personal welfare and will need someone to act on your behalf.



The strategic use of Trusts can ensure your children and grandchildren will benefit completely from the inheritance you want them to receive.

Bloodline Planning


Bloodline planning ensures your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands.

Why Choose Us?

We’re based in the heart of the historic market town of Wokingham in Berkshire and cover Wokingham, Reading, Henley-on-Thames, Sandhurst, Crowthorne, Bracknell and other surrounding areas.

If you need a Will, a Lasting Power of Attorney, Trust or help with protecting your assets for future generations of your family then we can help with our wide range of competitively priced estate planning solutions.

You’ll be given expert help at every stage by a seasoned financial professional, who can also advise on other matters if you wish.

Please get in touch for an informal chat and where we’ll help decide the best way forward for you and your family.

  • Local Service
  • Competitive Pricing
  • Professional Adviser
  • Face-To-Face
  • Ongoing Support
  • Easy Set-Up
  • Other Advice Offered
  • A Friendly Face

Recent News

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DIY Online Wills Might Be Costing Your Loved Ones A Fortune
17 Jul 02:24 pm

  CHEAP DIY wills could potentially cost your loved ones a fortune when you die, according to...

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Far-Reaching Changes To Unpopular Inheritance Tax Branded A ‘Tax Grab’
12 Jul 10:42 am

  DETAILS of suggested far-reaching changes to the rules surrounding Inheritance Tax (IHT) – often cited as...

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People Still Failing To Realise Importance Of Lasting Powers of Attorney
10 Jul 09:11 am

  LASTING Powers of Attorney (LPAs) are under-used and not having one can cause “stress and concern”...