What is the role of an executor?

Considering appointing executors for your estate? Check out our handy guide before making a final decision.

What are the roles and responsibilities of a Trustee?

Before appointing Trustees for your estate be sure they are aware of the legal responsibilities and what the role entails.

What is the role of a Guardian?

Choosing someone to take care of your children if you are no longer around is such an important decision. Take a look at our guide to help you.

What is a living will?

Ever pondered what would happen if you were alive but unable to make decisions? A Living Will could protect you – read our guide to find out what to consider.

If you would like to learn more about how we can help you, give us a call on 01344 875 310 and let’s arrange a chat.


Instead of building dreams, we want you to build memories. We’ll help you to turn your dreams into reality.

Create that bucket list, and let’s talk about how you can start ticking off your list…


Need a mortgage, but struggling with what product to choose? Do your pension arrangements need reviewing?

Are you still invested appropriately? Have you got the right protection in place for you, your family and your business?

We can help.