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Use the form or just call Steve on 01323 766766 (it takes messages) or pop around for an initial chat during office hours – though I am not always in. There is never any sales pressure – I am an adviser, not a salesperson. You often see “professional Wills” offered at totally unrealistic prices. My fees are fair and open, and a phone chat or chat in my office is without obligation – I just hope you will like the way you are treated and use me to implement the advice – should any changes be needed.
You can also book online with the forms at the foot of the page.
But you can just ask for my FREE General Guide to Legal Planning using the form below.
- Appointments are normally in my office at 5 Malcolm Gardens Polegate BN26 6PN.
- Please make it very clear if it needs to be elsewhere.
- Video and phone appointments are fine.
- My standard office hours are 9-5 but I am usually available on the phone or for appointments until 8 pm Monday to Thursday, Friday just 9-5, but out-of-hours appointments are available by arrangement. Saturday morning availability is by appointment or leave a message and I will call you back. Sunday by appointment only.
- Initial chats are free and with no obligation (for up to 15 minutes).
- Before I can give any formal advice, like any professional, I need two forms of identification, adequate background information and signed terms of business. Please review these documents and, most especially, CHECK the FULL names and CORRECT addresses and dates of birth of anyone likely to be involved. Current fees are here.
Typical appointment length:
- Initial chat – up to 15 minutes.
- Review – nothing too complex – up 30 minutes.
- Taking instructions for a Single Will – 1 hour, Pair of similar Wills + 15 minutes
- Taking instructions for Lasting Powers of Attorney – as Wills.
- Taking instructions for Wills plus Lasting Powers of Attorney – single 1 hour 20 minutes, for couple + 20 minutes.
- Trusts or IHT Planning – after the free initial chat, there is a fee of £60 for the initial fact-finding meeting that typically takes an hour. Further fees are payable if you proceed.
Appointment Booking Form
Beneficiaries or potential attorneys should NOT remain in the meeting. If they do, any documents resulting are potentially liable to be overturned by the Courts at vast expense – and no one wants that. They can introduce the client and even give a little background, then leave the meeting to maintain fully confidential discussions between myself and the client without the spectre of dispute due to alleged undue influence being raised by a disgruntled potential beneficiary, however unjustified. If this makes things difficult, perhaps a friend with nothing to gain could bring the client along. Chat to me first if necessary.
Appointments will be confirmed.
