MW Estate Planning

Financial Advisor in Poole, Dorset

Business Info

MW Estate Planning

Matthew has worked as an Estate Planner for over 9 years. Initially he was the Senior Estate Planner and Will Writer for a large national financial services company. In early 2015 Matthew decided to break from this IFA firm and setup his own company, MW Estate Planning Ltd.

Matthew is a qualified STEP Advanced Will Writer. He is also a Society of Will Writers qualified Estate Planner having attended numerous the College of Will Writer courses on various subjects from business tax planning, Trusts, Deputyship orders in additional to many different Will writing courses.

MW Estate Planning is a right place to be at for help related to services like Trusts, Wills, Power of Attorney, Business LPA and more. We make sure to help you protect hard-earned assets via Wills and suitable Trusts that ensure your loved ones are provided for.
-We'll discuss your case over the phone first.
-We then offer a free face-to-face meeting for all new clients.
-If you're happy with our approach, we'll sign contracts and start work on your case.

We provide our Expert Services in Poole, Isle Of Wight, Bristol South and Doncaster making sure that everyone can benefit from our expert services. 

CONTACT US TODAY AND WE WILL HELP YOU OUT WITH THESE SERVICES.

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Contact Details

MW Estate Planning
Office: Poole
+44 7557 682702
Address: 81 Bournemouth Rd, Poole, BH14 0ER
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