Associate Estate PlannersAcross the UK

Najinder, known as Naj, is a regulated financial adviser and founder of 20:20 Financial Planning Ltd. As a previously practising solicitor, he brings both legal insight and financial expertise to his clients' planning. He specialises in helping business owners and families organise their finances while ensuring their wills, trusts and lasting powers of attorney align with their long-term intentions. His dual background means he understands not only how assets grow, but how they are protected and passed on efficiently.

Dave has a wealth of experience in the finance industry and is now a specialist will adviser. Offering no obligation home visits in his local East Yorkshire area, his aim is to make creating your will and protecting your family as easy as possible for you.

Ian is an experienced adviser specialising over the last 10 years in wills and estate planning. He strongly believes in the provision of personalised advice given on a one to one basis in the comfort of your home.

As a member of the Institute of Professional Willwriters for a number of years, Peter is able to bring to his clients a fantastic combination of estate planning experience with financial services background. Peter is a real listener with an empathic approach who supports his clients to navigate their will writing journey and achieve the outcome they desire.

Cheryl's expertise in the field of estate planning is extensive with an extremely loyal customer base. Her customer testimonials speak volumes and her knowledge combined with her approachable manner ensures the process of getting your affairs in order is seamless.

Edward is an experienced Independent Financial Adviser and qualified estate planner who specialises in providing holistic advice to his clients. With an approachable and friendly manner, clients can be sure they are in safe hands.

Andrew has over 27 years experience in financial services supporting clients to get their mortgage and insurance needs in place. By providing estate planning services, Andrew is able to provide a truly holistic service to his clients.

Bill has been providing will writing and estate planning services for many years in the North Wales area. He has close connections with a number of financial advisers and mortgage advisers who entrust their clients with him, giving him a breadth of experience to be able to offer comprehensive advice.

Mike is an experienced financial services professional who has a passion for filling the financial advice gaps for UK consumers. Michael continues to grow his client base by recommendation and referral due to his exceptional attention to detail and high standards of client care.

Stephen is a dedicated financial services professional who is able to offer a fully rounded and holistic service to clients. Recognising that each client's personal circumstances are unique, Stephen is able to draw upon his robust knowledge base to provide specialised personal estate planning advice.

Keith has been an experienced financial adviser for more than 30 years and has chosen to now evolve his business to solely focus on providing estate planning services. Keith really cares about his clients and will always go that extra mile to ensure they have everything they need.

Simon has been a specialist later life adviser located along the south west coast of England for many years. Extremely thorough in his approach, Simon takes a holistic approach in his advice that ensures his clients' needs are met.