Who are we here?

 What do our clients say about us?

 Why choose Preference

 Essential Reading

 Ten Tips for Financial Success

 How to Contact Us

 Essential Links

We provide professional, specialist expertise to our clients.

We’ve grown without any overt advertising campaigns, cold calling or ‘mail-shot’ campaigns. We’ve grown without buying names, addresses and telephone numbers from other parties (such as Website Data Capture service providers; for example). We’ve grown without hassling people in Superstores and Shopping Centres.

We have grown because of four major factors;

• We are good at what we do; so therefore;
• we are recommended to prospective clients by other discerning, professional advisers and
• we are recommended to prospective clients by our existing clients and
• our clients remain loyal to us and as such they keep using us.

We can help you with all the essential professional services that you may need in respect of;

• Wills
• Will Trusts
• Probate and Estate Matters
• Deeds of Variation
• Funeral Plans and Funeral pre-payment
• Enduring and/or Lasting Powers of Attorney
• Co-Habitation Agreements
• Parental Responsibility
• Business Shareholder and Partnership Agreements
• Business Property & Agricultural Property Relief Trusts
• Inheritance Tax mitigation including transferable Nil Rate Bands for Estates of Widows and Widowers
• Estate and Succession Planning
• Lifetime Trusts
• Asset Preservation Trusts
• Pilot Trusts
• Secure Document Storage

We will visit you at your home or at your place of work; whichever is most convenient for you.

Our initial exploratory meeting is without cost or obligation.

We will review your current situation. We will ascertain your objectives and what you feel is important to you and your loved ones.

We will analyse this information and then return to you and present our recommendations in writing. We will also provide you with written confirmation of the fees required for us to undertake the actions that we have recommended to you.

You do not pay any fees unless you go ahead with at least some of our recommendations.

Take a moment to read ‘What do our Clients say about us? This will give you a clearer idea about what we do and how we do it. All comments are have been genuinely made to us by our clients.

Further references are also available upon request.

Do not hesitate to get in touch. Go to the ‘Contact Us’ page for all the necessary information about the various methods of doing so.

We thoroughly enjoy what we do and therefore it’s always a pleasure to help.

We look forward to hearing from you very soon.

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