Following my first career in the army (The Gordon Highlanders), I was a specialist private client solicitor in law firms across Buckinghamshire and the Home Counties for over 20 years.
Having lived in Wendover with my family since the late ‘90’s, I have now realised a long-time goal of setting up my own Wills & Estate Planning Consultancy, based in my hometown.
I offer clients friendly, pragmatic and bespoke specialist legal advice to individuals, families, military personnel (serving and retired), business owners and not for profit organisations.
This is mainly in private client matters including Wills, estate and later life planning, business succession planning for business owners, powers of attorney and the administration of estates. I am also a member of The Society of Trust and Estate Practitioners, which is a specialist body in this line of work.
My aim is to make the whole legal process of planning for the future as straight forward and user friendly as possible. Before Covid, I saw clients at their own homes or businesses, whatever was most convenient, at a time that suited them. With the current restrictions, most of my meetings are now being held by video call (zoom, teams or similar), which offers the same level of service, is still face to face and offers even more flexibility time wise and distance is not an issue. After the current Covid restrictions, I will offer both meetings in person and also via video call, whichever clients prefer.
I work very closely with other professional advisors such as financial and wealth management advisors, accountants, banks and other solicitors in providing comprehensive advice for clients. I am always keen to further existing, and develop new, contacts with other, like-minded professional advisors.
With my background in the military, I work closely with military clients, both serving and retired, as well as with military bases, where I am offering free Wills and Estate Planning Clinics and giving briefings on private client matters. I have a registered Armed Forces Covenant and also aim to assist and work closely with military focused charities.
My keen interest in charities has included assisting various charities with their Wills campaigns, giving talks, writing articles, blogs and Q&As for their websites and magazines. I was also a trustee and bereavement listener at my local hospice.
I am a registered campaign supporter of Remember A Charity and have been involved with them over recent years, being part of the 2015 “Extreme Will Drafting” Wills Awareness campaign, given a talk to charity members and writing blogs. I am also delighted to be involved in leading Remember A Charity`s ongoing project on encouraging the Will writing profession to consider charitable gifts during the will writing process and providing guidance on ways this can be carried out.
If you would like to discuss any matter with me about any of the subjects raised above, or have any questions, please do not hesitate to contact me.