Why are we here?

 What our clients say about us

 Why choose Preference

 Essential Reading

 Ten Tips for Financial Success


 Contact Us





We provide professional, specialist expertise to our clients.

We’ve grown without any overt advertising campaigns, cold calling or ‘mail-shot’ campaigns. We’ve grown without buying names, addresses and telephone numbers from other parties (such as Website Data Capture service providers; for example). We’ve grown without hassling people in Superstores and Shopping Centres.

We have grown because of four major factors;

We are good at what we do; so therefore;
we are recommended to prospective clients by other discerning, professional advisers and
we are recommended to prospective clients by our existing clients and
our clients remain loyal to us and as such they keep using us.

We can help you with all the essential professional services that you may need in respect of;

Will Trusts
Probate and Estate Matters
Deeds of Variation
Funeral Plans and Funeral pre-payment
Enduring and/or Lasting Powers of Attorney
Co-Habitation Agreements
Parental Responsibility
Business Shareholder and Partnership Agreements
Business Property & Agricultural Property Relief Trusts
Inheritance Tax mitigation including transferable Nil Rate Bands for Estates of Widows and Widowers
Estate and Succession Planning
Lifetime Trusts
Asset Preservation Trusts
Pilot Trusts
Secure Document Storage

We will visit you at your home or at your place of work; whichever is most convenient for you.

Our initial exploratory meeting is without cost or obligation.

We will review your current situation. We will ascertain your objectives and what you feel is important to you and your loved ones.

We will analyse this information and then return to you and present our recommendations in writing. We will also provide you with written confirmation of the fees required for us to undertake the actions that we have recommended to you.

You do not pay any fees unless you go ahead with at least some of our recommendations.

Take a moment to read ‘What do our Clients say about us? This will give you a clearer idea about what we do and how we do it. All comments are have been genuinely made to us by our clients.

Further references are also available upon request.

Do not hesitate to get in touch. Go to the ‘Contact Us’ page for all the necessary information about the various methods of doing so.

We thoroughly enjoy what we do and therefore it’s always a pleasure to help.

We look forward to hearing from you very soon.

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Professional Indemnity Cover

Professional Indemnity Cover
provided via Simply Business

Public Liability : £1,000,000
Professional Indemnity : £2,000,000
Employers Liability : £10,000,000

View our policy details

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