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MEET THE MEMBERS
Introducing our members, click on their picture to visit the individual members website.
Meet Our Members
Matt Ash
Ash Wills
Ash Wills provide expert professional advice and guidance to our clients and help them to protect their assets and businesses for their family through our Wills and other services. By drafting tailored documents, we give our clients peace of mind and confidence in this all too often neglected task.
Paul Beck
Applied Legal Services
Paul is an affiliated member of STEP (Society of Trust and Estate Planning Practitioners), operates in accordance with their code of practice and holds the STEP Advanced Certificate in Will Preparation. Paul is also an accredited member of the Society of Will Writers
Andrew Buchan
James McKenzie Wills
On joining James McKenzie in early 2012 it became apparent to me early on that the reason for their success was the focus on the client and providing concise structured advice adapted to individual needs. I am currently Managing Director and leading my own team of consultants delivering a personal and comprehensive service.
Helen Claydon
Simpler Law
We are always evolving and learning to ensure that our credentials are up to date and we follow the industry best practice guidelines when producing documents for our clients. Our goal is to make Simpler Law the premier provider of Private Client Legal Services in the United Kingdom at highly competitive prices.
Linda Fisher
Will Management
Linda is a professionally trained Will writer and has been working for Will Management Services since 2007. She is a Fellow of The Society of Will Writers. Linda regularly presents on Wills, and other Will related matters, to local clubs and groups and is on the Women’s Institute speakers list. She has also broadcast live on BBC Somerset radio on the subject.
Hugh Goodale
Casey and Associates
We have over a decade of experience within the Will writing and Estate Planning industry. In that time we have accumulated over 20,000 clients. This experience enables us to provide bespoke solutions, with the minimum amount of fuss, whatever your circumstances may be.
Helen Gott
worth.legal
worth.legal is the new name for Cardinal Wills, a well regarded estate planning business based in Yorkshire . Helen, the managing director has specialised in complex estate planning for over 15 years and we have over 40 years’ experience combined within our friendly down to earth team. We advise individuals and business owners, to ensure they have the right documents in place to plan for the future.
Leah Hamilton
Hamilton Legacy
Here at Hamilton Legacy we care about what you care about: protecting your hard-earned assets for your future generations. As a team, we have almost 25 years of experience which our director Leah Hamilton draws on to advise our clients on all aspects of Estate Planning from Wills, Trusts and Tax planning to Lasting Powers of Attorney.
Susan O'Loughlin
Cornerstone Wills
Cornerstone Wills are Estate Planning specialists; providing expert professional advice and guidance to our clients and help them to protect their assets and businesses for their family through our Wills and other services. By drafting tailored documents suitable for our client’s circumstances and needs we give them peace of mind and confidence in this all too often neglected task.
Andy Parker
Cornerstone Wills
Andy is also a founding diector of Cornerstone Wills. He graduated from Imperial College with a BSc (Hons) in Mathematics in 1985. He also successfully passed both the Society of Will Writers and Estate Planners and Practitioners (SWWEPP) diploma and the STEP Advanced Certificate in Will Preparation and, through the latter, is able to display the STEP Will Writing Code logo.
Donald Reevely
Will You Ltd
Donald came to the legal profession after 23 years as a financial adviser running his own practice in Surrey. Will You Ltd was intended to be his “retirement” business, but as things have grown over the last 15 years it is now his full-time occupation (if not more than full-time!) and he enjoys continuing helping people plan for their, and their family’s future.
Louise Sackey
Nexa Law
Louise is a commercial litigation solicitor specialising in contentious probate and property litigation, such as
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Contesting wills;
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Bringing and defending claims under the Inheritance (Provision for Family and Dependants) Act 1975;
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Executor/Administrator disputes;
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Trustee disputes and;
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Property disputes.
Sara Sheppard
SLS Wills and More
Sara set up SLS Wills and More in 2017 after over 35 years in private practice in a number of specialist solicitors across East Kent. Sara and SLS Wills and More are a member of the Society of Will Writers. Since becoming a member of the SWW, Sara now sits on their Professional Standards Board and is now an Associate member of the SWW. Sara has also been a full member of STEP since 2003.
Kate Smith
Watkins Smith Ltd
With over 32 years in the Financial Services Industry Kate has a wealth of experience to bring to this very important aspect of Financial Planning. "A well crafted will is essential in ensuring that your wealth passes to the next generation in as tax efficient way as possible, whilst providing for the people who are truly important to you."
Stephen Snell
Cornerstone Wills
Cornerstone Wills are Estate Planning specialists; providing expert professional advice and guidance to our clients and help them to protect their assets and businesses for their family through our Wills and other services. By drafting tailored documents suitable for our client’s circumstances and needs we give them peace of mind and confidence in this all too often neglected task.
Peter Thompson
Freedom Wills & Protection Ltd
Freedom Wills is one of the leading firms of independent Will Writers in the South East.
Pete Thompson is an Estate Planning Consultant at Freedom Wills and affiliate member of the Society of Will Writers, serving Poole, Bournemouth and the surrounding areas.
Mark Underwood
Integrity Legal Services Ltd
Mark has been in the Will writing profession since 2004, and prior to this, he was an Independent Financial Adviser guiding and supporting clients on their journey to protect them, and their assets from long term care costs. It was during this period that he recognised the need to inform people of the consequences of not making proper plans for what might lay ahead and to explain this in plain English.
Tom Wansbrough
Lifetime Legal Services
Tom has helped thousands of clients over the last 25 years with Wills, Trusts and Lasting Powers of Attorney, and as an established estate planner, he provides a professional, relaxed service in the comfort of your home. Whether your affairs are simple or complicated, Lifetime Legal Services will give you peace of mind that all has been taken care of.
Stewart Watkins
Watkins Smith Ltd
Watkins Smith offers a professional and personal service tailored to meet a clients individual needs. Whether your need is to make a Will that ensures your estate passes to those you would wish to benefit or you need to administer the estate of a loved one, we have the skills to help.
Steve Wilkes
Silver Lining Estate Planning
Whether you need a Will, a Lasting Power of Attorney or are concerned about protecting your assets for future generations, why not speak to Steve? Based in Melton, near Ipswich in Suffolk Silver Lining covers the whole of England and Wales. Steve and Karen Wilkes formed Silver Lining Estate Planning in 2004 and continue to go from strength to strength.
Most TAS members listed here will be able to visit you at your home or place of work at no extra charge
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