ABOUT OUR SERVICES

Sandra’s estate planning service began in 2006 with the purpose of providing professional advice regarding personal and financial affairs in relation to estate planning.

The commitment is to ensure that estate planning becomes an integral aspect of wealth management and tax planning for clients.

Our mission is to provide an excellent service in all aspects of estate planning.

How we help clients

  1. We provide advice over the telephone before an initial meeting, along with useful handouts to help you gather the relevant information for the estate planning meeting.
  2. We believe that every person has an individual situation in relation to their assets and their family structure.
  3. We set ourselves apart from our competitors by giving our clients time to feel sure about their needs and wishes.
  4. We also offer advice, which adds value to the essential foundation of Will writing.

Cavell Associate’s priorities and provisions

  • Everyone deserves good advice – to be given clear and constructive options relating to their individual situation
  • Everyone should have the time to make an informed decision
  • It is each person’s fundamental right to choose
  • Everyone should understand the perils of intestacy (to die without a Will). The way your assets are divided under the state means that rules of intestacy are often not what people would assume

Get a Consultation

If you are thinking about wills, lasting powers of attorney, inheritance tax planning, or general financial support, we offer advice and guidance.

Our vision is to support you with good advice to enable you to make the right choices in planning and managing your estate.  Please use the contact form and Sandra will get in touch with you to answer any questions you may have.

Consult Me!

Get In Touch!

To begin the process and protect your estate for the future.

Located conveniently for Portsmouth, Havant, Chichester, Fareham, Petersfield and the surrounding areas, contact us to find out more about our services and arrange an appointment.

Address

Cavell Associates Ltd, Langstone Technology Park, Langstone Rd, Havant, P09 1SA

Business Hours

Mon – Fri …… 9 am –5 pm

Phone

02392 006212
07711 788 403

Email

sandra@cavellassociates.co.uk