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

Protecting Your Family's Legacy With Strategic Planning

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 Team

Mark Warren

Sales and Marketing Director

Mark Warren started as a journalist in Fleet Street which he found extremely interesting he attended the Hyde Park and Regents Park bombings and dealt with a wide range of breaking news stories but he was offered an opportunity in Estate Agency and realised there was as much truth in estate agents details as some tabloid stories!

From London he moved to The Cotswolds and then to Bristol where he was a key member of an Insurance backed estate agency -however he realised he was not cut out for the corporate life Board Meetings bored him and he preferred to be meeting clients.. He acquired part of the business and was involved in investment acquisition before Buy-to-Let existed. At one point Mark was running a a department handling 35,000 rental units across the UK. In 1999 an Investor client recommended he worked with a mortgage brokers - a move which surprised him - however he respected the persons judgement and for 12 years he worked as a top broker whilst still running a property acquisition business. At the same time working with Legal and General he became more interested in estate planning and asset protection. The mortgage brokerage was sold and one of the directors asked Mark to help him find investment property and then development sites and other investors and landowners became involved, They built over 70 units. In 2020 the building side ran into serious difficulties and Mark suffered a massive set back but along with some investors looked at the good parts of what had been achieved and what they were good at and the decision was made to roll back to the pre building phase and concentrate on property finding, funding, development and Investment through Strategic Trading with Mark acting as a consultant. At the same time he wanted to establish an Estate Planning side as he felt that many estate planning companies and solicitors were misleading clients by selling products with hidden profits that were not being fully disclosed to the clients.

The core clients for Strategic are property owners in their late 60's upwards keen to preserve and protect their assets now and in the future.

Andrew Emmerson

Operations Director

Andrew  has been involved with Mark for many years and was one of the team of investors who acted to salvage things from 2020. He is a director of both Strategic Trading and Strategic Estate Planning and provides the back office and system control to the companies

TESTIMONIALS

Clients Rave About Our Services

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

"We were having an issue with a neighbour and were recommended to speak to Mark Warren the breadth of his knowledge with regard to property law and the legal process ended in a very satisfactory result at a much lower costs than our Solicitors had suggested" CA Sussex

"Mark Warren was recommended to us on a property matter and made us aware of how exposed our family was to poor estate planning. His knowledge and enthusiasm for what he does makes a pleasant change" CH Kent

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Contact Us for EstatePlanning Help