Welcome to Elsoms, Wills, Trusts and Estate Planning | Click Here To Book A Chat
Our roots in financial services go back to 1994, giving us over 30 years of experience helping individuals, families and business owners plan for the future.
Working in one of the UK's most highly regulated industries has shaped our commitment to providing honest, professional advice that puts clients first.
A Personal Message From Our Financial Advisor Alan;
As a fully qualified and regulated financial adviser, I’ve always enjoyed working closely with clients to help them plan for the future. One thing I often found, however, was that I couldn’t always support them with wills and estate planning in the way I would have liked.
So, in 2014, I decided to expand my services and bring estate planning into what I offer. I went on to complete my training with the Society of Will Writers, and by 2016 I became a qualified estate planner.
Since then, I’ve been able to have much more open and helpful conversations with clients about wills, LPAs, and estate planning. And because of my background in financial services, if those conversations naturally move into financial planning or protection, I can continue to guide them and make sure everything works together as part of a complete plan.
For me, it’s all about making things simpler and more connected, so nothing important gets missed and you feel confident everything has been properly considered.
We give a personal service, because we care.
How We Work.
We like to keep things as simple and straightforward as possible, while always maintaining a high level of professionalism.
We also understand that many of the people we speak to are going through difficult and emotionally challenging times. From personal experience as well as years of working with clients in similar situations, we know how important it is to approach these conversations with care, patience, and understanding.
You’ll never be rushed, and you’ll never feel like just another case. We take the time to listen properly and make sure everything is explained in a calm, clear way, at your pace.
Get in Touch
We’ll start with a brief, informal chat to understand what you’re looking for and get a clearer picture of your needs.
Main Appointment
Next, we’ll arrange a video appointment*, where you can see us face to face and we can go into a bit more detail about your situation and what you need support with.
Proposal
After that, we’ll talk you through the different options available. Once you’ve decided what feels right for you, we’ll provide a clear and competitive quote, with no pressure and no obligation.
*Home visits may be available depending on your location—just ask during your initial call.
Life can change in an instant. A sudden illness or serious accident can affect anyone, and by the time it happens, it may be too late to put the right plans in place.
Estate Planning is not morbid. It is a sensible and practical way to protect yourself, your family, and the people you care about most.
- Protect your Family
- Provide for your Children
- Safeguard your Home
- Plan for the people you love
- Help prevent family disputes