Preserving wealth for future generations

Our job is to make sure that our clients are in the best possible financial position to pass on their estate to their loved ones.  Using Wills & Trusts, you can control what happens to your money when you are no longer there.

Our Mission

Our mission is to protect your legacy, using our clear and simple process. With many years of experience to call upon, we understand it can be difficult to discuss private matters, so we aim to put your mind at ease.

How it works

In these ever changes times, most of our meetings can be done over the phone at a convenient time.

Our main aim is to make sure your loved ones are protected and you have peace of mind.

Telephone: 01535 636474

Email: bob@completeestateplanning.co.uk