North East
0191 6910616
North West
01228 494049
Mobile
07982 600501

Appointments

Booking an appointment couldn’t be simpler, either complete
the form below or call with a time date that suits you.
**Please note that your data is not passed on to any third party

Booked Appointments

Thank you for booking an appointment to review your estate planning, your consultant will be with you at your chosen time and if there’s any likelihood of lateness you’ll receive a call.

We’d like to make you aware that none of the information we collect is stored on a database or used for marketing purposes, it is completely private and confidential.

Anything to prepare?

It maybe helpful if you have the names & addresses of the beneficiaries, Date of birth, Mobile number, plus any insurance policy, house deeds etc..(If your a homeowner). Your chosen executors and any guardians for children under the age of 18 will be helpful but again not essential.

And remember you’re under no obligation, we act at your instruction.

If you need to inform us of any appointment changes, please make us aware with a minimum of 24hrs notice.

Make Appointment

Please complete the form and you will receive confirmation within 24 hours either by email of telephone. You will receive a confirmation text message the night before your meeting. Please reply with a confirmation text to confirm all is good.