We can help you plan for the future
Our clients come from all types of backgrounds – retired, married, single, young and old. No matter what your background or circumstances are, we can help you plan for all aspects of your estate planning, preparing for your short-term goals and setting the foundations in preparation for both the expected and the unexpected.
None of us know what life holds for us, but one thing we are all likely to have in common is that we would like to live a comfortable life and avoid burdening our loved ones with any strain, particularly during unexpected events in our life such as illness or accident. Based in Liverpool, we work with families across Merseyside, and West Lancashire. Get in touch to arrange an appointment.
Guardianship and financial provision for children
Lasting Power of Attorney
Asset Protection Trusts
Inheritance Tax Planning
Court of Protection applications
Secure Document Storage
In line with our vision to provide a holistic approach to life planning, we also work with trusted partners to offer the following services to our clients to assist in their life planning on an ongoing basis:
Insurance services – life insurance, key person insurance, landlord insurance, business insurance, critical illness and income protection.
Wealth management – pensions, investments, retirement planning, care fee advice.
Mortgage advice – remortgage, first time buyer, Buy to Let, Let to Buy.
Care services – home care and assistance.
Home Utility Services – save £100’s on your home utility bills- gas, electric, mobile phone, broadband, landline.
Our team provide life planning services to clients across Lancashire, Merseyside and Manchester.
To find out more contact us on
phone: 0800 610 1131