ABOUT US

We are a local company of specialist advisers who can help you with all your future planning needs.

We are full members of the Institute of Professional Will Writers and follow the Trading Standards Approved Code of Business. Our principal consultant adviser is Gwyn Davies who has practised as a Solicitor in Bridgend and the surrounding area advising in this area of law for over 30 years.

We are therefore able to offer a bespoke service providing expert advice specifically tailored to your particular needs, all in the comfort of your own home.

Our company specialises in the preparation of Wills and advising on estate planning issues including Powers of Attorney, Living Wills, Care issues including Care funding and Inheritance Tax advice.

Based in Bridgend and serving the wider community of the South Wales area, we pride ourselves on staying abreast of the most recent developments in both law and tax planning issues. Where necessary we have direct access to other specialist advice services such as Accountants and Independent Financial Advisers. We hold Professional Indemnity insurance to a value of £2 million, and Public Liability Insurance to a value of £5 million.