Protecting Your Family's Legacy With Strategic Planning
SERVICES
Expert Estate Planning Assistance
Will Creation
We handle Will creation efficiently, ensuring your wishes are accurately documented for future asset distribution and protection.
Trust Establishment
Our team specialises in trust establishment, offering personalised solutions to safeguard your assets for your beneficiaries' secure future.
Lasting Powers of Attorney
Too many families are realising how VITAL having correct Lasting Powers of Attorney (LPAS) in place can be if a family member loses mental capacity
OUR STORY
Experienced Estate Planning Consultants
Strategic Estate Planning has been formed to bring together a network of like minded professionals. The Company handles Wills Trusts and LPAs whilst our specialist business partners can advise on Life Insurance and Assurance, Probate, Pension inheritance, Inheritance Tax mitigation and complex Trust and business restructuring.
As a team of passionate and dedicated individuals we have established our business with the goal of providing individuals and families with comprehensive estate planning services.
Strategic Estate Planning was formed to provide a very personal service to those individuals and families who wanted to be treated as individuals and not a file number.
We did not believe a uniform production line service was applicable to all cases and we did not believe one firm could provide all the answers in this complex area.
Why choose us?
There are thousands of individuals and firms offering estate planning services...lawyers, accountants, legal executives, will writers, estate planners, financial advisors, tax advisors so why choose us?
Vast Experience
The Directors, Shareholders and partners involved with Strategic Estate Planning have years of experience in a diverse range of industries and professions but we all have a desire to assist individuals and families in benefiting from effective Estate Planning.
Individually we have handled sudden deaths, serious injuries, business failure, been Executors to estates and acted as Guardians and Attorneys by combining all our experiences we offer an very extensive range of skills and understanding how complex life can be.
Personalised Approach
A major factor in establishing the company was our own experiences dealing with lawyers, solicitors, accountants, financial advisors.
Not everybody wants to have to do a Zoom call and not everybody wants to have to make an appointment and go and see somebody in their office.
In founding Strategic face to face home visits was seen as a key service and making the process a two call system gives clients time to consider our proposals, talk to friends and family and even talk to our rivals!
Quality advice with no hard sell
Client-Centered Service
Dedicated to fostering long-term relationships. Providing transparent communication, trust, and support throughout the estate planning journey.
We get to know our clients as individuals not a file number and we are always only a phone call or email away.
If you want to benefit from a very personal service with meetings arranged at time to suit you and no pressure the book an appointment
UNIQUE APPROACH
Innovative Strategies for Estate Planning
Strategic was set up with the aim of providing a fresh and innovative approach to crafting personalized plans for our clients. By thinking outside the box, we strive to create solutions that truly meet your unique needs and goals.
Key Directors have years of experience of working in collaboration with other like minded professionals
Our business partners are acknowledged experts in their chosen fields.
With our commitment to staying abreast of the latest developments and trends, we are able to offer cutting-edge strategies that can provide you with peace of mind regarding the future of your estate. Let us guide you through the process with our proactive and forward-thinking methods.
Our back office systems are tied with marketing leading software packages prepared and run by lawyers to ensure we are using the most up to date packages to draft documentation.
OUR TEAM
Meet Our Expert Legal Team
Mark Warren
Sales Director
Mark started as a journalist became involved in property marketing and management and then diversified into property finance, development and investment but has since 2004 had an interest in Estate Planning and Portfolio protection
Matt Tucker
Marketing Director
Matt has been involved in a number of successful companies in a number of fields. He has known Mark for almost 20 years and has become more interested in Estate Planning and has a huge network of contacts
Andrew Emmerson
Operations Director
Andrew provides the back office and system control to the company
TESTIMONIALS
Clients Rave About Our Services
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Will Appelby
Property Investor Bristol
A breath of fresh air! I was getting sooo confused about the options and then met Mark who advised me what I needed to do and who I needed to speak to.
Now recommended to friends and family
David Barker
Land Owner
In this day and age great to meet somebody who clearly enjoys their work and who has extremely useful connections
Terri Smith
Single mother
Mark gave me the solutions to my problems and helped me complete all the paperwork and was happy to drop by for face to face meetings when I was struggling
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