I am a Legal Intermediary – a professional who has successfully completed Legacy Planning examinations.
I am a member of STEP (Society of Trust and Estate Practitioners), CILEX (Chartered Legal Executives) and also SWW ( Society of Will Writers). I am registered also for continual professional development and I specialise in Estate Planning and Business Continuity.
Supported by an extensive Team of Solicitors, Conveyancers and Financial Advisors all with a wealth of knowledge and experience in Estate and Legacy Planning, I follow a highly prescribed process to ensure that my clients achieve the protection and certainty they require, so that they can be sure that the ones they care for most will not lose out.
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What makes me different
In this video, I explain what my qualifications are and why you should opt to work with an estate planning professional over a traditional Will Writer.