Thank you for visiting our website. We are an estate planning practice covering an area 50 miles around Taunton and can provide advice and guidance in Devon, Somerset, Dorset and Wiltshire.
We offer a full estate planning service including Will Writing, Powers of Attorney and Probate in addition to general guidance on how to arrange your affairs in the most appropriate manner to meet your wishes when the time comes.
How do we differ from other Will Writing practices?
Well, the practice is headed by Simon who is also separately a fully-regulated Independent Financial Adviser with over 27 years experience in personal and corporate financial planning assisted by a team with a broad wealth of knowledge and experience in all areas of financial planning.
Simon and his team can provide a holistic view of your affairs and ensure the best plans are put in place.
Many people put off getting their financial affairs in order in later life because of fear of the cost, complexity, jargon etc.
In our experience, most people feel a sense of relief and peace once their Wills etc are all up to date.
We offer a personal, friendly service whereby we take care of all the “jargon” and “complexity” and explain all matters in a straight-forward manner whilst offering excellent value for money.
We believe it is important to provide an ongoing service and therefore we highly recommend that clients review their affairs on a regular basis and ensure they update their Wills accordingly to reflect any changes.