Family Estate Planning Ltd is a professional, friendly estate planning practice based in Wokingham, Berkshire
We offer a professional, affordable access to our Will writing service, Powers of Attorney and Trusts with a completely free, no obligation consultation to talk through your individual circumstances and needs.
Family Estate Planning was established by Andy Pulford, who runs Faron Partnership Ltd, a successful Wokingham-based independent financial advice firm.
It was through meeting Faron clients that Andy identified a need for a dedicated estate planning service for the people of Wokingham, Bracknell, Crowthorne, Reading, surrounding towns and across the UK.
Andy said: “Faron Partnership offers financial advice to a wide range of clients and has always had an involvement in Wills, Powers of Attorney (POAs) and Trust work, but mostly wrapped around people’s investment decisions.
“Over time it became apparent that even though we were recommending to clients that they put in place wills and POAs to direct their assets when they pass away or have someone care for their money if they become unwell or incapable, and trusts, there was an anomaly.
“On the one hand we were helping people create wealth, but on the other hand our clients were not ensuring that it finds its way to the right people when the time comes.”
“So, we decided to fill that gap with and establish a new business to cater for that need.”
Most people know about Wills, Powers of Attorney and Trusts but equally many people don’t fully understand them in great detail or how they can be used to their best advantage.
Consequently, they don’t get around to setting them meaning they are potentially putting at risk the wealth that they’ve worked hard to accrue.
Having someone to talk to about the various aspects of estate planning and discuss what the implications are and how it affects you is an important part of what we do.
It’s one thing to read something and for someone to tell you that taking a course of action is a good idea but sometimes you just need somebody to talk to and apply it to your real-world situation.
For a completely free, informal chat please call Andy on 07984 013533 or email firstname.lastname@example.org
Family Estate Planning Ltd works in association with Countrywide Tax & Trust Corporation (CWTTC), an established legal company, whose directors are full members of STEP (The Society of Trust and Estate Practitioners).
STEP is the global professional association for practitioners who specialise in family inheritance and succession planning and promote education and high professional standards among our members.
STEP members help families plan for their futures, from drafting a will to advising on issues concerning international families, protection of the vulnerable, family businesses and philanthropic giving.
The STEP Will Writing Code giving you peace of mind that we are doing the best possible job in helping you plan for the future.
Our estate planning helpline team are renown in the legal industry for their expertise in all aspects of estate planning, no matter how complex.