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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.

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 …


Jamie Weller Financial Services Limited

My expertise covers the broad spectrum of financial planning, my aim is to help you and your business. I have been based in Kent providing financial advice for the last 13 years. With an ever changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for client so …


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, …


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 …


Tim Gallego – Poundbury Wealth Management

Tim Gallego offers families trusted advice on the best way to to mitigate inheritance tax and pay for care. The decision that a loved one needs care is often stressful and overwhelming; as a SOLLA member I have the expertise and experience to help guide you. As testament to our expert advice and personal service, many …


Taylor Rose

We pride ourselves in being able to offer unique advice and a specialised service, either at our offices or in the comfort of your own home. We will give you advice on how best to protect and grow your assets for the future. Furthermore, our free specialist advice is without obligation and we always offer …


Catherine Richardson

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 a …


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. …


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 …


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 …


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 support With critical …


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