Estate Planning Solutions Limited

Established in 2002, we have many years’ experience providing independent financial advice to individuals, families and businesses.

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We advise clients throughout the UK, often working closely with their law and accountancy advisers to get the best from any new or existing financial products that clients may hold. 

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We provide advice across a wide range of financial products including investments & savings, pensions, and insurance. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client and reviewing these regularly.

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We also provide training for law and accountancy firms on the use of financial products, and act as expert witness in litigation cases where financial products and modelling are involved.