How We Work

Heritage Estate Planning provide an affordable and professional will writing and Lasting Power of Attorney service to clients throughout England and Wales.

We offer complimentary one-to-one consultations, which can be done in person and via video conferencing to suit your convenience. Regardless of medium, our consultations are thorough and designed to getting the most for your individual requirements. Please note: Due to COVID-19 restrictions in place, we do offer video/telephone and remote consultations.

When you contact us with regards to your estate planning needs, we arrange an initial appointment to collate all the information necessary for your wishes to be formalised into a legally binding document (your will and/or other legal documents).

We take a full set of instructions regarding your will requirements, and then your will is drafted by our experienced CILEx practitioners.

 We keep you updated every step of the way and are here to ask you any questions should they arise.

We are pleased to be able to work alongside many other professionals who offer a range of services that our clients may find useful. Here you will find a list of our Recommended Service Providers

Thatcham/Newbury

 Rowan Frayling – J Finance – Tel 07823 346000 – rowan@jfinance.co.uk 
Jon Dennis – Red 76 Tax – Tel 07803 782100 
Taylor Beavis – Universe Financial Advice – Tel 01635 592000 
Shirley Hughes Financial Services Limited – Tel 01635 46100 
Andrew Benson – Bow House Wealth Management – Tel 01635 248068 
Trusted Financial Service (Simon Hannam) – 01635 273283  
Reading
Simon Stannard – Financial Planning Hub – Tel 0118 965 4155 
Chris Gallimore – Gallimore Wealth Management – Tel 01183 320023 
Hungerford

Jessamy Walker – Brown Dog Financial Planning – Tel 01488 682890 jessamy@browndogfp.co.uk 

Guildford

Leon Alden – Corcillium Wealth Management – 01483 654135

Affordable and professional will writing and Lasting Power of Attorney service to clients throughout England and Wales.
Kingsley

Protection and Investment Ltd (Neil Baker) – 01420 488881 – neil.baker@pil.uk.com

Andover
Kate Davis – Kingsmead Wealth – Tel 07516 521069 
Paul Burnell – Quilters – Tel 07772 331719 
Southampton

Simon Rushbrooke – Top Mortgage Solutions – Tel 02381 120013 

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