Estate Planning Advice

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09.10.26

Probate help in short supply

According to Octopus over 80% of people said that having no probate help affected their ability to work. On average family members spent hours on the phone dealing with banks, pension providers, life companies, local authorities, utility companies, HMRC etc. Most did this whilst still working but 40% said that they had to take time off work or reduce their ho...

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
Uk Top Rated Adviser 2026
Uk Top Rated Adviser 2025
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
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Vouched For 2014

I would like to thank you all for the advice financial advice given to myself regarding my pension, especially Adele.

Mr O

Christina provides an extremely thorough, in depth service with clear and concise information given at every stage, highly recommended.

Mr R

We have always found Christina to be reliable and honest. We value her services because nothing is too much trouble and she is never too pushy.

Mr & Mrs P