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What We Do

Wills & Trusts

We specialise in the creation and management of wills and trusts, offering personalised strategies to safeguard your assets for those you love, and to distribute them according to your preferences.

 

We are dedicated to ensuring that your wishes are clearly outlined and in a way that can be legally upheld.

LPAs

Your Will sets out what you want to happen to your estate after you die... but what if you don't die?  For example: an accident that leaves you alive but incapacitated? 

 

Lasting Powers of Attorney help ensure that, if you become unable to make decisions for yourself regarding your assets and your health, those decisions can be made on your behalf by those you trust. 

Estate Planning

Our estate planning services are designed to help individuals and families create a comprehensive plan to manage their assets and ensure their wishes are carried out as intended.

 

Whether it's setting up a simple will (or joint/mirror wills) or establishing trusts, we provide expert guidance to help you protect your legacy.

Martyn Ellis MSWW, APFS, Chartered Financial Planner 

 

​​Martyn is the owner of Ellis Estate Planning and has over 35 years' experience in the financial planning profession.

 

Martyn sold his financial planning business in 2021 and retired from giving regulated financial advice - but recognised that there was a need amongst his former clients for a comprehensive  will-writing and estate planning service, to complement the regulated financial advice they continue to receive from his former colleagues.

 

Martyn is a fully qualified Member of the Society of Will Writers and adheres to their Code of Conduct. â€‹â€‹â€‹Don't hesitate to contact us for a free, no-obligation initial discussion.

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