Meet your adviser
Practical experience.
A personal understanding.
Paul Smith helps clients navigate important decisions with patience, empathy and clear explanations.
Will & Lasting Power of Attorney adviser
Seeing how everything connects.
Paul brings more than 30 years’ experience in financial planning, with a Chartered Financial Planner background. This helps him understand how Wills and Lasting Powers of Attorney interact with clients’ finances.
He also understands that families and relationships rarely fit a simple template. Listening to your circumstances is an essential part of helping you plan.
Making the complicated understandable
Paul’s approach is to explain what needs to be considered, why it matters and what the implications may be. You can ask questions, take time to reflect and work at a pace that feels right for you.
Personal guidance, with expert checking
Paul is experienced in taking Will instructions and preparing Lasting Powers of Attorney. Wills produced through the service are checked by an expert who is a member of the Institute of Professional Willwriters.
The meaning behind our symbol
Showing the way.
Our stone figure represents guidance and direction. It reflects the purpose of our work: helping you make sense of your choices and give clear direction to those who may one day act on your wishes.
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.