Financial Lifestyle
PlanningWILLS & LASTING POWERS OF ATTORNEY

Wills · Lasting Powers of Attorney · Will storage

Will writing & LPAs.
A clear way forward.

Personal Will writing and Lasting Power of Attorney guidance across England and Wales. Understand your choices with clear explanations, remote consultations and support at your pace.

Arrange a free consultation

Free initial consultation · By telephone or video

GUIDANCE THAT STARTS WITH YOUThe original stone figure that represents showing the way

Showing the way.
Honouring your wishes.

30+ years’ financial planning experiencePlain English, personal adviceAcross England & Wales

Planning with purpose

Three ways to put
your wishes first.

Your family, your relationships and your finances are connected. Your planning should reflect that.

01 / YOUR LEGACY

Wills

Make your wishes clear and consider the people you want to provide for, with guidance that looks at your whole situation.

Explore Will writing
02 / YOUR CHOICES

Lasting Powers
of Attorney

Choose trusted people to help with decisions about your finances or welfare, should you need them.

Understand LPAs
03 / YOUR DOCUMENTS

Will storage

Think beyond signing. Arrange storage for your original Will and make sure your executors know where to find it.

Explore Will storage
Paul Smith, Will and Lasting Power of Attorney adviser

Meet Paul Smith

Understanding the people
behind the paperwork.

With more than 30 years’ experience in financial planning and a Chartered Financial Planner background, Paul understands how your decisions fit into your wider life.

He brings a practical understanding of family relationships, a patient approach and a skill for turning complicated matters into clear explanations.

More about Paul’s approach

Your first conversation

Clarity before commitment.

Your free consultation gives you the information you need to decide what happens next.

  1. 01

    Tell us what matters.

    We discuss your initial requirements, the people involved and what you would like to achieve.

  2. 02

    Understand the process.

    We explain your options and how we would work with you remotely, with time for your questions.

  3. 03

    Know the cost.

    We explain the proposed fees and what is included before you decide whether to go ahead.

A few common questions

Let’s make things clearer.

Do I need to visit an office?

No. Our consultations take place by telephone or video, serving clients across England and Wales. Signing and witnessing documents are separate steps, which must meet the applicable requirements.

Can I speak to you before deciding?

Yes. The free initial consultation covers what you need, how we can help and our fees. You can then decide whether to proceed.

Will you explain the legal language?

Yes. Paul takes time to explain the choices and implications in straightforward language, working at a pace that suits you.

Can you help with an existing Will?

Tell us about your existing Will and what has changed. We can discuss whether the service we offer is suitable for your current requirements.

A clear first step

Let’s talk about what matters to you.

Understand your options, how we can help and the fees involved before you decide to proceed.

Arrange a free consultation