Six quiet stages, from conversation to care.
A private client engagement follows a considered path. Every stage is transparent, every fee is agreed in advance, and every document is drafted by the specialists you meet.
- 01
Discovery
A preliminary conversation, in person or by secure video, about your family, your assets and what you hope your plan will achieve. There is no fee, and no obligation to proceed.
- 02
Advice
We take time to understand your circumstances and consider your options. You are given room to reflect, ask questions, and decide at your own pace, never rushed, never pressed.
- 03
Planning
A bespoke recommendation is prepared, setting out the Wills, Trusts or Powers of Attorney best suited to your situation, alongside a clear, transparent fee. Nothing proceeds without your agreement.
- 04
Documentation
Every document is drafted by the specialists you meet. We review each clause with you in plain English, ensuring the wording reflects your wishes precisely before anything is signed.
- 05
Implementation
We oversee signature and witnessing, register Lasting Powers of Attorney with the Office of the Public Guardian where appropriate, and deliver your papers bound and safely stored.
- 06
Ongoing Support
Life changes. Law changes. We remain in place to review your plan on the anniversaries that matter and whenever your circumstances materially shift, a relationship that lasts across generations.