For many the idea of estate planning is uncomfortable and unfamiliar, not everybody is aware of the benefits of estate planning, and it is often thought of as reserved for families with high wealth values.
Our mission is: Safe and secure futures for our clients and their families. Protected. and we work hard to highlight to everyone the increasing need for all families to have an inheritance plan that will protect what you have worked for, and to deliver affordable solutions in an accessible and understandable way..
Everybody’s inheritance is important regardless of the size of the estate and expert advice should be available to secure what is rightly yours and pass on in the way you wish.
We start with a chat, then meet with you to take your instructions and then we produce your documents in a timely fashion.
All initial consultations are free of charge with no obligation.
Biggest achievement? 10 years as a professional rugby player - Playing for Wales
What matters most to you? My daughter Georgia
Why do you enjoy what you do? I love helping people make sure their affairs are in order to make sure their children inherit what they've worked hard for
Favourite movie and why? Ronin - Audi S8 my favourite car
What do you like to do in your spare time? I go to the gym everyday and I love watching my daughter play football for Rhos F.C
Dream holiday? All inclusive beach holiday - Seychelles
Email direct for an appointment to suit you: [email protected]
02920 786457
Follow us on Facebook
Temple Court 13a Cathedral Rd,
Cardiff CF11 9HA