About Advanced Estate Planning
Advanced Estate Planning provides bespoke face to face financial, taxation and legal services advice to families and businesses in London and the Counties. We are unique in our industry because we provide these services in one complete package, as we believe that it is only when they are considered in unison that successful and effective estate planning is possible.
Our fully qualified advisers provide comprehensive advice that covers all three disciplines to ensure an effective plan is put in place to suit you and your family’s needs.
The founders of Advanced Estate Planning, Syd Martin and Roz Collom each have over twenty years experience in the financial services industry advising clients and businesses. Their priority is to provide the best protection for your assets and to maximise the amount your beneficiaries will receive, with a service that is caring, clearly explained and personal.
Our advisers work in association with Countrywide Tax & Trust Corporation Ltd and all advice provided is fully indemnified.