As Director of Optimal Wills & Estate Planning, I offer professional friendly advice on arranging Wills, Trusts, Lasting Power of Attorney, IHT Planning and probate assistance.
Estate Planning is not a one size fits all, it’s very personal to the individuals needs and circumstances in regards to family, assets and wishes. I strongly believe Estate Planning should be accessible to everyone, yet cost and a lack of understanding can be a barrier to not having the correct or no planning in place.
We provide a qualified and personal service within a cost effective manner to help clients protect their wishes and assets, so the estate is passed on to loved ones and kept within the family bloodline.
I work closely with the local community and surrounding areas as well as other professionals such as, Accountants, Mortgage Brokers, IFS’s and Solicitors, which is an additional service to their clients.
We are full members of the Society of Will Writers and fully comply with their code of practise to ensure the clients receive best advice.
🔷 Lasting Power of Attorney
🔷 IHT Planning
🔷 Probate assistance
🔷 Pre Paid Funeral Plans
Based in Coleshill, Warwickshire covering local and surrounding areas throughout Warwickshire & Birmingham.
Appointments with clients can be conducted in the privacy and comfort of their homes at a time that is convenient for them, therefore this will include evenings and weekends.