Our Services


About Us

We are a business dedicated to providing quality and confidential Estate planning advice and Life solutions for individuals and families.  

Our goal is to protect the ones that are important to everyone such as spouses, children and grandchildren … in other words Family! People who you love and care about!  

We are committed to providing you with appropriate protection at affordable rates and have a thorough range of products and services to fit all your needs regardless of age or health.

Our Consultants can either arrange to speak with you over the telephone or visit you in the comfort of your own home to discuss your current situation and provide the answers to any questions you might have.  

So whether you need a simple Will, advice on protecting your home from care or have more complex issues, we can provide you with the perfect solution to achieve your goals.   

Our products and services are competitively priced yet still tailor made to suit your individual needs.   

Please contact us on 01355 209333 for a no obligation discussion and quote or to arrange an appointment.


Our Services

  • Wills
  • Trusts
  • Bloodline Planning
  • Inheritance Planning
  • Home & Asset Protection
  • Care Home Planning/Protection
  • Power of Attorney
  • Funeral Plans
  • Over 50s Cover
  • Individual Life Insurance
  • Family Insurance
  • Couples Insurance


Why Choose Us?

  • No obligation advice from an experienced and qualified adviser    
  • Our products and services are competitively priced  
  • Flexible Hours
  • No Hidden costs
  • Professional Advice from start to finish