Private Client Consultant & Will Writer
With over 24 years in financial services, 20 years as a financial services trainer, and 15 years specialising in Wills and estate planning, I am qualified through the Society of Will Writers (SWW), with additional qualification through the IPW. I also hold the Certificate in Mortgage Advice and Practice (CeMAP) with distinction, have completed parts 1 and 2 of the Diploma for Financial Advisers (DipFA), and hold a Level 2 dementia care qualification. This helps me understand the property, finance, later-life and capacity issues that often sit behind good Will and Lasting Power of Attorney planning. Having experienced personal loss myself, I know how important it is to plan with clarity and compassion. As a father of five in a blended family, I also understand the real-life challenges of protecting the people you love for the future.
Legal & Technical team
WillPack brings over 30 years of experience in Wills, Lasting Powers of Attorney and estate planning, and is a founding member of the Society of Will Writers. At Fern Wills & LPAs, your documents are prepared and tailored by me personally. WillPack acts as my behind-the-scenes technical partner, available where an additional drafting check or specialist technical input is needed. This means you receive personal, one-to-one service from me, backed by experienced technical support when the matter calls for it.
Specialist Network
Alongside my own expertise, I work with a trusted network of professionals where specialist advice is needed. This includes independent financial advisers, accountants, care specialists, property professionals and other experts whose knowledge complements the estate planning work I carry out. I remain the single point of contact for my clients, coordinating input where it benefits the client and keeping the process joined-up, practical and jargon-free. This means clients receive personal, one-to-one support from me, with access to additional expertise where their circumstances call for it.
