Meet Beneficial Family Wills

As a member of the Institute of Professional Will Writers, an associate member of the Society of Trust & Estate Practitioners and an associate member of the Chartered Institute of Legal Executives, Amy specializes in Will Trusts, Lasting Powers of Attorney and provides bereavement guidance. Combined with a background in financial services, Amy has a strong focus on client care and ensures the business operations are running smoothly to support our clients and colleagues.

Michelle has been with the business for more than 2 years and is the subject matter expert when it comes to dealing with Lasting Powers of Attorney and document registrations. Michelle also progresses case files, collates legal documentation and is generally the glue the binds the office together. With a career history of working within Her Majestys Revenue and Customs office, Michelle has a keen eye for detail!

Kelly has joined the Client Support team in 2023 bringing a wealth of experience to Beneficial Family Wills. Booking client appointments, collating client files and managing client communications is just part of Kelly's role as well as contributing to the smooth running of the office.

Michael has worked with the business for some 20 years and has vast experience of drafting complex wills and legal documents. Michaels driving force is the desire to ensure clients wishes shall always be upheld in their last will and testament by drafting technically robust documentation.

Tony has worked with the business for more than 15 years and his attention to detail is second to none. Always on hand to discuss complicated cases, Tony is focused on ensuring will documents accurately reflect clients wishes every time. Tony is also an active member of the Institute of Professional Willwriters and has been an IPW Regional Coordinator for many years and is highly regarded amongst his peers.

With qualifications and a background in law, Tonys further experience in the area of financial services ensures he provides a thorough and holisitic assessment of a clients situation. Combined with an approachable and warm personality, Tony is a highly valued adviser providing a top class service to his clients.

Ian is an experienced adviser specializing over the last 10 years in wills and estate planning. He strongly believes in the provision of personalized advice given on a one to one basis in the comfort of your home.

Stephen is a dedicated financial services professional who is able to offer a fully rounded and holistic service to clients. Recognizing that each clients personal circumstances are unique, Stephen is able to draw upon his robust knowledge base to provide specialized personal estate planning advice.

Dave has a wealth of experience in the finance industry and is now a specialist will adviser. Offering no obligation home visits in his local East Yorkshire area, his aim is to make creating your will and protecting your family as easy as possible for you.

Bill has been providing Will Writing and Estate Planning services for many years in the North Wales area. He has close connections with a number of Financial Advisers and Mortgage Advisers who entrust their clients with him giving him a breadth of experience to be able to offer comprehensive advice. 

Simon has been a specialist later life adviser located along the south west coast of England for many years. Extremely thorough in his approach, Simon takes a holistic approach in his advice that ensures his clients needs are met.

Keith has been an experienced financial adviser for more than 30 years and has chosen to now evolve his business to solely focus on providing Estate Planning services. Keith really cares about his clients and will always go that extra mile to ensure they have everything they need.

As a member of the Institute of Professional Willwriters for a number of years, Peter is able to bring to his clients a fantastic combination of Estate Planning experience with financial services background. Peter is a real listener with an empathic approach who supports his clients to navigate their Will writing journey and achieve the outcome they desire.

Rachel has been established in the financial services sector for many years as a director of a thriving mortgage and protection business. Extending her service offering into Wills and Estate planning has been a natural evolution and her attention to detail along with her dedication to her clients makes her an incredible asset to the team.  

Cheryl’s expertise in the field of Estate Planning is extensive with an extremely loyal customer base. Her customer testimonials speak volumes and her knowledge combined with her approachable manner ensures the process of getting your affairs in order is seamless

Matt is an experienced financial services professional who has operated for many years specializing in equity release and estate planning advice. Matt continues to grow his client base by recommendation and referral due to his exceptional attention to detail and high standards of client care.

Solicitors, Chartered Tax Specialists and Financial Advisers

We work with a range of partners to support our clients from managing complex tax affairs to making long term care decisions. We work closely with the following professional partners to ensure a holistic service is available to all of our clients;

• Financial Advisers
• Mortgage Advisers
• Protection Specialists
• Chartered Tax Advisers
• Independent Social Workers
• Care Fees Specialists
• Solicitors & Lawyers