Request Your Complimentary Family Legacy Review
Tell us what you would like help with. We will telephone you to discuss your enquiry and arrange a pre-booked adviser visit at your home, subject to availability in your postcode area.
Wills · Lasting Powers of Attorney · Trusts · Advanced Family Legacy Planning
A clear route from enquiry to your appointment
- 01
Send your enquiry
Tell us how to contact you, your postcode and the planning questions on your mind.
- 02
We telephone you
Our team discusses your needs, confirms adviser availability and agrees a suitable time. You can call us Monday to Friday, 9am–5pm.
- 03
Adviser visits your home
Your adviser attends the pre-booked appointment to explore your circumstances and relevant options.
Start with your circumstances
You do not need to decide in advance which Will, LPA or Trust arrangement you need. Let us know what concerns you, and we will arrange an initial conversation.
Send us your enquiry
Include your postcode and briefly tell us what you would like to discuss. We will call you to arrange the next step.
Please avoid sending sensitive documents or detailed financial information through this initial enquiry form. Read our Privacy Policy.
Find the planning area relevant to you
These guides can help you prepare questions for your adviser. You can also enquire if you are unsure where to start.
Common questions about appointments
Where will my appointment take place?
After discussing your enquiry by telephone, we arrange a pre-booked adviser visit at your home where coverage is available. We will confirm availability for your postcode.
Is the Family Legacy Review complimentary?
The initial review is complimentary. Your adviser can explain relevant options and the cost of any proposed paid work before you decide whether to proceed.
What if I am unsure which service I need?
That is fine. Tell us about your family and priorities. We can discuss whether Wills, LPAs, Trusts or wider planning deserve attention.
Can you help outside Cardiff?
We serve suitable clients in a number of areas across England and Wales. Include your postcode so we can check adviser availability before arranging a home visit.