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Estate Planning

Estate Planning

See the list of the leading UK Estate Planning specialists below

We have a database of professional advisors you can approach to help you with your Estate Planning. We recommend you read through their profiles and choose an advisor to have a chat with.  Many will often provide their first consultation for free.  However, we recommend that you discuss any charges when you speak to them. Please note that UK Care Guide do not recommend any individual advisor or organisation or take any responsibility with regards to any engagement you have with them.

If you would like to join the directory you can find more information here.

Concierge Wealth – Kieron Robertson

For many years, I was in awe of my wife’s grandmother (who was widowed at the age of 88) and her resolute independence but sadly, after one too many falls it was felt that alternative living arrangements had to be found and she moved into residential care at the age of 95. Given her age, …


SarahQuirk Wealth Associates

  Arranging care for yourself or a loved one is an emotional and complicated time. We can help you consider the important issues including mental capacity, eligibility for state benefits, Lasting or Enduring Powers of Attorney*, the type and location of care home and of course, funding the care itself. All of which require specialist …


Nigel Francis sjpp

Nigel Francis Ltd

Having worked for over 25 years as a Financial Adviser, I have gained a wealth of experience to draw upon for the benefit of my clients. I started working life with the Prudential in 1988 and stayed within the company until 2000 when I was recruited to join a small, progressive independent Financial Services practice. …


Whitechurch Financial Consultants

  Whitechurch Financial Consultants provides individually tailored financial planning advice and access to award winning investment management services. We have been established for over 30 years and our services are delivered through a team of highly experienced Financial Consultants who support private individuals, trusts and small businesses in making informed decisions about their finances. How we can support …


Axis Financial Planning Ltd

Choosing the right care setting for ourselves or a relative is not something which many of us have much experience of. There will be plenty of things for you to consider which may feel a little overwhelming. You may have had little or no information to help you make the right decisions. Whether it’s for …


Finance Shop Ltd

  As a locally owned, genuinely independent company, we pride ourselves on the quality of our face-to-face independent financial advice. Founded in 1990, our success has been built upon “word of mouth” referrals from existing clients and close relationships with solicitors and accountants. With offices in Norwich, Gorleston and Lowestoft, we have a strong presence …


Beckford & Lewis Financial Planning Ltd

  Beckford & Lewis Financial Planning, based on the Norfolk/Suffolk border, specialises in providing a bespoke service for each of our clients. We offer clients a bespoke personal service that is rarely seen in today’s financial market place. We take time to really get to know our clients before offering advice. We are fortunate that …


Francis Wealth Management Limited

Francis Wealth Management Limited Our philosophy focuses on working closely with our clients on an ongoing basis, helping them to realise their financial goals and to safeguard them in later life. A little bit more about Simon Simon has devoted over 20 years to helping others make the most of their money and realise their …


Acer Legal Solutions Solicitors

    Iain Cameron LLB of Acer Legal Solutions is a member of Solicitors For the Elderly and an Ambassador for the Alzheimer’s Society in Gwent. He has decades of experience in advising elderly clients and their families about Wills, Estate Planning, Lasting Powers of Attorney and other matters in the Court of Protection. He …


QUEENS SQUARE WEALTH MANAGEMENT LTD

  Queens Square Wealth Management Ltd was established in 2009 and is a Senior Partner Practice of St. James’s Place Wealth Management, it is owned and run by Gemma Young. Our offices are in the pretty town of Corsham, Wiltshire. With our fantastic support team, we work with clients stretching around Bath through into the …


Denham Wealth Management LLP

  Denham Wealth Management LLP has been established in Wallingford for over 9 years within St. James’s Place Wealth Management. Daniel Denham provides a comprehensive range of Investment planning, Retirement planning and Inheritance Tax planning services through a personal financial planning approach. The long term, professional relationships that Daniel develops with his clients is an …


Joyce Oliver

  Joyce Oliver has been supporting people to make informed financial decisions for over 28 years.  She established Joyce Oliver Wealth Management in 2009 which is a Partner Practice of St. James’s Place Wealth Management. Joyce prides herself on providing a personal, professional service to all her clients, placing excellent communication, customer service and confidentiality …


Cranwell Wealth Solutions Ltd

  We provide comprehensive financial planning and wealth management services, helping individuals and businesses to achieve their financial goals, irrespective of their resources or life stage. We recognise that your financial situation is unique, and therefore if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of …


Catherine Richardson – Associate Partner of St. James’s Place Wealth Management

  I have over 20 years experience and provide a comprehensive service to my clients, working with them to secure the financial future they are looking for. I am a qualified adviser holding the Diploma in Financial Services. I help my clients to understand and run their portfolios of investments, particularly pensions, and I am …


Lathe & Co Wealth Advisers

  We are a City based independent advisory firm that strives to have client service at the forefront of all planning matters. Given our location, our client base is regularly impacted by the ever changing pension and estate planning legislation; which has in turn ensured we’re adept at maximising all allowances available for overall efficiency …


Investec Wealth and Investment – Helen Medhurst-Jackson

  I have been in the Financial Services industry as a Chartered Financial Planner for over 20 years and am an Accredited Member of the Society of Later Life Advisers  (SOLLA). Prior to becoming a financial adviser, I qualified as a Registered General Nurse. My interest in people and care has never waned and I …


Flowers McEwan Ltd

  Our Wealth Management service is for your life journey: we want to understand where you are now (your circumstances), where you want to be (your goals) and how best to help you get there (your financial plan). The financial plan can include all sorts for the journey: spending plans, budgets, savings, investments, pensions, insurance, …


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