Hi, I’m Gary. I live in Monmouthshire, and mainly work across the South Wales, Bristol and Gloucestershire regions.
My main areas of work are wills and estate planning, including lasting power of attorneys (LPA) and trusts – helping to protect your family, your assets and your wishes.
I am also a Chartered Financial Planner, with over three decades of experience in financial services.
I’ll guide you through every stage of the planning process, with a calm, supportive approach, and close attention to detail – taking the time to understand your unique circumstances and ways to best preserve your legacy.
As an affiliate member of the Society of Will Writers, I work in line with recognised professional standards and a clear code of practice, ensuring your will and estate planning is handled with integrity and care.
I understand that estate planning involves deeply personal decisions, which is why every client receives my full attention and a carefully tailored approach.
My role is to simplify complex decisions, explain options clearly, and ensure every plan is prepared together with accuracy and care to provide long-term peace of mind.
You can see some of my feedback on my reviews page.
To learn more about my services and how I can help, get in touch today.

