Your Discovery Call is a 30-minute one-to-one with me, about your circumstances and nobody else’s. Your investment – £30, credited against any future instructions.

In that half hour we review your estate as it stands today, identify where you, your family and business – if appropriate – may be exposed to risks I can help protect against, and you leave with a clear view of what needs protecting and in what order.

Afterwards you’ll receive a personal Estate Planning Recommendations Report tailored to your circumstances, plus the recording of the call to keep.

Here’s what you get for it:

• A full 30 minutes with me, not a rushed 20
• A clear breakdown of what I’d suggest for your planning, and the order to do it in
• A recording of our call, so you can go back over anything and keep it for your records
• Your own Estate Planning Recommendations Report, written for your circumstances, not a template – setting out what I recommend and the fees involved, clearly and with no surprises
• LifeSafe, my emergency information system, yours free – so the people who matter can find what they need when it counts

Before we speak, I’ll ask you to complete a short fact find. It takes just a few minutes, and it means we spend our call on your plans rather than on paperwork.