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.

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.