get in touch

Give us a call or complete our quick enquiry form to let us know which of our services is going to be most helpful for you.

We’ll come to see you

We’ll come to visit you in the comfort of your own home to discuss how we can manage your assets.

SIT BACK & RELAX

We’ll prepare and store your paperwork, and check in with you once a year to confirm your will is still suitable for your circumstances.

01952 305 105

request a callback / MAKE AN APPOINTMENT

01952 305 105

request a callback / MAKE AN APPOINTMENT

LATEST NEWS FROM OUR BLOG

who-will-win-the-generation-game
 Who Will benefit in the Generation Game?

Do your loved ones know the contents of your Will – if you’ve even got round to making one? A new report has revealed that many Millennials are gambling on the generation game when it comes to financial planning and hoping to receive an inheritance from the Baby Boomers. In other words, people reaching early

How-hidden-costs-could-affect-your-legacy
 How hidden costs could affect your legacy!

It might just pay for you to check your Will – especially if it was written some time ago. There are lots of reasons to review your Will on a regular basis – a new partner in your life, the birth of children and grand-children or the death of one or more beneficiaries. And it

taking-control-of-your-online-legacy
 Taking control of your online legacy

How many of your treasured memories are now stored digitally? Think pictures, videos, music – with more than 38 million active social media users in the UK, the popularity of social media means it has become an integral part of life where we store many of these memories. But what happens to these if you

WHAT OUR CLIENTS SAY ABOUT US

I have known David for over ten years and cannot recommend him too highly.

He has written several Wills for me and my family and also Powers of Attorney.

I have recently had my Will written by David. He came to our house and gave us a first class service, he was very helpful and guided us through the process. The after care is also excellent, you are given wallet sized cards which detail your will and where it is stored, if legislation changes updates to the will are completely automatic reflecting these changes. I would highly recommend David to any of my friends or colleagues.”

With two young children our major concern was to ensure that we implemented the right provisions for their future care and financial well being. The way that you structured our meeting and the advice that you provided, has left the pair of us feeling incredibly comfortable. We now have a legal document that would ensure our aims have been met. We couldn’t recommend David highly enough.

I have known David for some time and find him to be extremely knowledgeable and professional.

Friends and family of mine have used David’s services and the feedback has always been very positive.

Peter Clowes

Oliver & Debbie Rowe

James Godfrey

Karen Babington

I recently had to deal with a difficult situation getting my brother to resolve his Will and powers of attorney due to his illness – with various complications from previous marriages and many emotional barriers to clear solution of his wishes. His own solicitor had made a dreadful attempt at sorting things out and drafted a Will saying the exact opposite to the wishes I had been asked to deliver as executor. Having used David, previously, for my own Will, I called on him to deal with my brother’s affairs in Sussex. David could not have been more helpful, knowledgeable and swift to sort all this out, including travelling to my brother’s home to deal with matters. I don’t think I can recommend David highly enough – he has the ability to deal with what could be distressing and morbid in a most positive and compassionate manner.

Emma Davies

I recently had to deal with a difficult situation getting my brother to resolve his Will and powers of attorney due to his illness – with various complications from previous marriages and many emotional barriers to clear solution of his wishes. His own solicitor had made a dreadful attempt at sorting things out and drafted a Will saying the exact opposite to the wishes I had been asked to deliver as executor. Having used David, previously, for my own Will, I called on him to deal with my brother’s affairs in Sussex. David could not have been more helpful, knowledgeable and swift to sort all this out, including travelling to my brother’s home to deal with matters. I don’t think I can recommend David highly enough – he has the ability to deal with what could be distressing and morbid in a most positive and compassionate manner.

Emma Davies