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.

Kelly joined the firm in early 2024 and has already proved to be an invaluable team member. Bringing expertise from previous roles in the public and private sectors, Kelly's focus on customer service along with exemplary organisational skills means she has really hit the ground running!

Carmen is an essential part of the team as our Probate Case Manager. With an empathic approach and over 17 years experience leading a Trust corporation, her private client experience is second to none.

Her client-first philosophy aligns perfectly with the family-led approach of Beneficial Family Wills and Carmen is  huge asset to the team.

Richard is an expert in the world of digital marketing and business development and is working hard to provide solutions to support our consultants and in turn our clients. By streamlining our communications and engagement methods we can deliver a superior level of customer service and ensure our personalised level of support is never compromised.

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.

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.

A seasoned professional in financial services, Hiren is able to offer a fully comprehensive and holistic approach to inheritance planning. With a specific interest in intergenerational wealth, Hiren has experience of dealing with simple affairs to complex planning requiring a forensic approach to family wealth strategies. A family man,  his approachable character means you'll be in safe hands.

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