Plan your future
Protect your people
We help people with their life plan so they're secure with what happens to them, their loved ones and their finances in the future and beyond
Create your life plan
So...
What's the plan?
You want to feel prepared for the future
And for any other situation you're well organised, in charge of events and proceedings
Only this one area is prickly. Uncomfortable. Because...you know (the whole 'death' thing)
This is where we're about to make your lives a whole lot easier
We're the planners for the people that plan
We're here to help you
What do you need help working out?
Having a design for your finances is about peace of mind for you today and taking care of your loved ones tomorrow
And it's ok...nobody expects you to know how to organise this
Let us guide you based on your current situation
-
A plan for 'when it finally happens'
It's not easy talking about the end of our own life but we can make discussing your options a more comfortable conversation
-
A plan for 'should this happen'
We can ensure the right decisions are made around your health and your money so your wishes for the future are respected
-
A plan for 'what happens to my business'
Your business is what you have built today to pass on tomorrow. Plan, control and pass on your assets to your loved ones
-
A plan for 'my life just changed'
Financial curveballs like remarriage or a health mishap for a loved one will happen. Let's updates your plans to meet life's surprises
Easier to talk to someone?
Speak to our team
Get In Touch
The planners for planners
Meet Angela and Richard
We celebrate people who want to get organised.
As mediation experts we have seen it all.
When disputes happen between people who used to care about each other it ends in arguments, betrayal...even fights from beyond the grave. At this stage, everyone wishes for things to be different.
We're here to change the conversation. Death doesn't have to be scary and getting ahead with your life plan is the best thing you can do.
We love people who plan. And as someone who does this, you should be pretty happy with yourself too.
Our Customer Reviews
-
Meeting Richard to discuss planning my estate was like chatting to a friend and I was soon in possession of the documents I needed. Confidentiality is hugely important to me and he also advised me on other legal matters.
-
I needed to change my Will in a rush following a change in circumstances. I was very impressed with the speed at which Richard came to see me. I was left reassured and suprised at how easy it was for him to sort my issue.
-
Richard arranged LPA's for me and my mother. He sorted out my Will and set up a Trust for my children. He's since gone on to help the rest of my family. Richard is a true expert in his field, I had put this off needlessly for a long time.
Transparent advice for your finances
Not all advice is equal. In fact, if we recommend anything it is done at a fixed fee and with no commission. We don't take a percentage of your assets, as many low-cost wills and estate planning services do
Our aim is to provide the
Angela and Richard