Friendly And Professional Service With A Human Touch
All our services come with a human touch. While we excel at knowing what’s needed in a legal sense, we also know that professional expertise and guidance needs to go hand in glove with a sensitive approach.
When you require legal advice, it’s often due to an important moment, or to protect something or someone should the worst happen. While many of us live in the moment, it’s always good to ensure that if times are tough, that your partner, children, business, pets and financial and medical needs are looked after. We’re here to give you total peace of mind and make the process as simple as possible.
No matter the situation, advice or knowledge you need through our services, we can help.
I founded Heritage Estate Planning following a successful 22-year career in Financial Planning. I felt that there was a lack of high-quality professional estate planning services for people looking for an alternative to a Solicitor and I am extremely proud of the reputation we have built over the last seven years.
As a Financial Advisor, I was very aware that a high proportion of adults do not have wills and Lasting Powers of Attorney in place and felt strongly that I wanted to help change this. My previous knowledge and experience helps ensure our clients receive high quality advice and guidance with exceptional service personally, delivered by myself, Helen and Daisy.
Part of my role is to build and develop strong relationships with professional partners, such as Financial Advisors, Mortgage Brokers and Accountants. It is vitally important to me that I have experts I trust on hand to refer our clients to for all their financial needs. I pride myself on keeping my knowledge up to date and hold the full level 6 STEP Diploma in wills and estate planning.
I live at home in Newbury with my three children and have an older daughter who lives in Copenhagen. I love running, listening to music, especially live and socialising.
I joined the company in 2022 and started my role as admin! After a waitressing job, this was a big career change, but I am positively embracing my role in Heritage and thoroughly enjoy working in a close-knit business, that feels like we are all striving to the same main goal of growing this business and helping people through their journey of life. I am very proud to be a part of such a caring company that goes above and beyond to help our clients.
I look forward to progressing more into this company and leaning more along the way! I love reading and socialising in my free time!
Estate Planning Consultant
Having taken voluntary redundancy from a corporate company I had worked with for over 25 years, I was fortunate to be given the opportunity to work alongside Heritage Estate Planning as a Consultant based in the Southeast of England. My previous experience of customer service makes this position ideal for me as my aim is to always strive to provide a first-class service to my clients.
I do that by carrying out free initial discussions where we discuss key roles, current family situations and look further than the obvious when it comes to the distribution of the estate. Once the clients are happy to proceed, we arrange either a face to face or video conference meeting for me to take their full instructions. I take pride in ensuring I am there to fully explore potential issues and work with my clients to provide personalised plans. I also talk through the “here and now” and organise Lasting Power of Attorney for both Health & Wealth, ensuring complete peace of mind both now and in the future.
I live in Kent and am married with one stepdaughter. I enjoy spending time with my family, socialising with friends and have found a new passion for health & fitness. I love holidays abroad where I can explore new places and enjoy some rest and relaxation.
Highly Qualified Professionals at Your Fingertips
We understand that you need to have a sense of confidence in who you are working with, so not only are we fully qualified, but we also have years of knowledge and experience. Exceptional levels of service and care are at the heart of everything we do.
All our consultants are trained by the IPW, and we commit to ensuring that we update our foundations with regular CPD events to keep up to date with the very latest information, legalities and regulations.
In addition, we fully understand that it’s not just all about the legal aspects. Every member of the Heritage Estate Planning team knows that there needs to be a human element, so we handle all our interactions with sensitivity and a smile.
Contact us today
Get in touch today for more information on what writing a will or other legal services involves. There’s no obligation and we’ll be more than happy to answer any of your questions.