Your Trusted Partner in Planning for the Future
Planning for the future can feel overwhelming, but it doesn’t have to be. Whether it’s protecting your loved ones, securing your assets, or preparing for a comfortable retirement, having clear, expert guidance makes all the difference.
At our Crosby, Formby and Liverpool-based service, we take the time to understand your unique circumstances and priorities. From Wills to Estate Planning and Pension Planning, we provide practical, straightforward solutions that give you confidence and peace of mind. Explore our services below to see how we can help you plan today for a secure tomorrow.
Estate Planning
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Wills
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Pension Planning
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Estate Planning | Wills | Pension Planning |
Our Services
Fixed Fee Will Writing
Writing a will is one of the most important steps you can take to protect your loved ones and ensure your wishes are followed. Without a will, the law decides how your estate is distributed, which may not reflect your intentions. A professionally prepared will gives you peace of mind, knowing your assets go to the people and causes you care about.
Whether your situation is straightforward or more complex, we help create wills that are legally valid and tailored to your needs. From appointing guardians for children to planning for inheritances, we guide you every step of the way.
Estate Planning based in Crosby, Formby & Liverpool
Estate Planning goes beyond writing a will. It’s about putting the right legal and financial arrangements in place to protect your assets and the people who depend on you. Effective estate planning ensures your wealth is preserved, distributed according to your wishes, and can help reduce inheritance tax liabilities.
This can include setting up trusts, powers of attorney, or lifetime gifting strategies, alongside regular reviews to keep your plan up to date. Our approach is clear, friendly, and personalised, giving you confidence that your family’s future is secure.
Pension Planning
Planning for retirement can feel complicated, but it doesn’t have to be. Pension Planning is all about understanding your current pensions, making the most of your contributions, and choosing investments that help you achieve a comfortable retirement. Whether you’re decades away from retiring or planning to access your pension soon, we provide clear, personalised advice.
We can help you consolidate pensions, maximise contributions, and plan tax-efficient withdrawals so your retirement income is secure. Our friendly approach makes it simple to take control of your financial future with confidence.
Why Choose Us
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Transparent Pricing
No hidden fees — you’ll know exactly what you’re paying upfront for total peace of mind.
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Trusted Expertise
Matthew Saunders DipPFS CeMap has the experience to guide you with confidence.
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Clear Guidance
We explain everything in plain English, so you always know your options available.
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Personal Approach
We take the time to understand you and your unique situation.
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Local Knowledge
Based in Crosby, Formby and Liverpool, we understand the needs of our community.
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Tailored Solutions
Every plan we create is personalised to suit your life and financial goals.
Matthew Saunders | DipPFS CeMap
Don’t leave your estate to chance — contact us today about writing your will. Trusted advice from Matthew Saunders will help secure your future.
Ensure your assets go to the people you care about
Appoint trusted guardians for children under 18
Reduce the risk of disputes or legal challenges
Make the process simple and stress-free for your family