Our team are experienced and qualified professionals, perfectly-placed to provide you with expert guidance and advice on all aspects of estate planning. All advisors of Estate Planning Solutions are qualified members of the IPW (Institute of Professional Willwriters) https://www.ipw.org.uk/.
All members of our team undergo continuous professional development, ensuring they best serve our clients and provide the duty of care they deserve.
Find out more about our team members below.
FCCA, FIPW, TEP
Over 18 years’ experience in estate planning. Paul is a diploma qualified full member of STEP (Society of Trust and Estate Practitioners) and a Fellow of the Institute of Professional Willwriters , as well as sitting on the IPW Council, its management board. He is an active member of the client facing team, working hands on with our clients on a daily basis to help them protect their wealth and make sure their loved ones are properly provided for. Paul is passionate about delivering a great quality service and ensuring EPS is always striving to be the best we can be. He inspires us all in EPS. Paul is married to Natasha (25 years) and has two daughters in their twenties, one of whom is following in his footsteps and works for EPS. Away from work he loves sport, a good comedy or murder mystery and a nice malt.
Peter has over 25 years experience in the estate planning sector. A Fellow of the Institute of Professional Willwriters and STEP Affiliate member. A multi skilled training manager and public speaker who joined the team in 2020. He works closely with our consultants, holding regular training sessions to ensure every member of the team is fully compliant with all the latest legislations relating to estate planning. Peter is married with two young children and they enjoy partaking in outdoor pursuits during the weekend.
Sales Administration & Business Development Manager
Nadine joined EPS in 2019, she has previously worked within financial services and insurance for 15 years before moving to this industry. Nadine is now a qualified Associate member of the Institute of Professional Willwriters. As well as performing the role of Business Development Manager , Nadine also works as an Estate Planning Consultant and along with Paul is in charge of the consultancy team. Nadine is an advocate for all things estate planning and works hard to ensure all our clients receive the same quality level of service they deserve. Nadine has 2 children, a son Henry who is 17 and a daughter Darci who is 14. In her spare time Nadine likes to spend time with her family and her 2 dogs. She also loves exercise and holidays.
Manager – Legal Department
Chelsea is a long serving member of the team and a dedicated professional. Respected by everyone in the office, she holds a wealth of knowledge in regards to estate planning. She has a demonstrated history of working in the legal services industry and has a Legal Secretary Diploma passed with merit from The Institute of Legal Secretaries. A highly conscientious member of the team working predominately in the drafting department. Chelsea is also an Associate Member of the Institute of Professional Willwriters.
Sales Administration & Marketing Manager
Alyson joined the company in 2020 as an addition to the sales team. Working closely with Nadine she is responsible for contacting potential clients, arranging appointments and liaising with our consultancy team. Alyson has several years administration experience working in both private companies and retail. In addition to her administrative duties, Alyson has recently taken on more responsibility within the business and is now developing EPS marketing, focusing on brand and communications. She recently qualified as a Certified Digital Marketing Professional. Away from work Alyson enjoys spending time with her close family and 2 dogs and time spent pursuing creative hobbies.
Rebekah joined EPS back in 2020 and brings experienced office administration skills. Working in the processing department she has become a vital and valued member of the team, gaining vast experience in the client journey. She is ambitious and keen to learn as much as possible about estate planning, in order to best serve our clients. Rebekah is currently working towards becoming a member of the Institute of Professional Willwriters. Her hard work and commitment has earned her the position of Office Manager. Outside of work she enjoys time with friends and family and sunny holidays with her long-time partner. She is a keen dog lover and adores her family pet Doug the beagle.
Megan is a hardworking and professional member of the processing team. She has gone from strength to strength while working for EPS over the last few years and recently qualified as a para legal. She hopes to further expand her experience in the legal sector over the coming years with additional training and qualifications. Megan is currently working towards becoming a member of the Institute of Professional Willwriters. When away from work Megan is a keen car enthusiast with a passion for vintage sports cars.
Aimee joined the processing team back in 2022. Since joining the company she has proved to be a valuable asset to the team. She has developed many new skills and continues her professional development working alongside Rebekah and Megan. Outside of work she enjoys spending time with her partner and their two children. Aimee is a dedicated mum with a very caring nature.
Nutan is our newest recruit and has just joined the team in 2023. She has previously worked in insolvency and client relations. Nutan is a friendly and bubbly character and has fitted in very well with everyone in the office. She is keen to learn and has a positive approach to all tasks. When away from work she spends time with family and her partner, as well as caring for members of her local community.
Estate Planning Consultant
A long serving and experienced member of the team. Phil has worked with EPS for over 8 years and continues to help and assist our clients on a daily basis. He is an expert on vulnerable beneficiary protection and regularly speaks at our events. Phil is an Associate member of the Institute of Professional Willwriters. A dedicated family man he enjoys spending time with his grandchildren and is a keen motorbike enthusiast.
Estate Planning Consultant
Another of our highly respected consultants, Heather has spent the last 6 years with EPS and brings passion and commitment to her role. She self generates all her own clients and everyone is treated with the same level of expertise and care for their individual needs. Heather is an Associate member of the Institute of Professional Willwriters.
Estate Planning Consultant
As well as running his own estate planning consultancy, Martin works with EPS to advise and assist our clients. He has a wealth of knowledge on all aspects of estate planning and is always up to date with the latest legislations. A veteran of estate planning services, he always knows how best to protect our clients. Martin is an Associate member of the Institute of Professional Willwriters.
Contact us today to arrange a FREE no obligation consultation with a member of our qualified team of estate planning consultants.