About Us

We are a member of the Society of Will Writers - please feel free to confirm this with them on 0800 838270, quoting our membership number KI69030406/05. We also hold Professional Indemnity Insurance.

From our offices in Bournemouth, we provide bespoke professional advice in Dorset, Hampshire, Isle Of Wight, Wiltshire, Surrey and West Sussex in the privacy of your home or business, and would be pleased to meet with or speak to clients outside these regions.

We take the time to get to know our clients and their requirements, not just because we believe in a bespoke personal service, but because we think we can only give sound advice if we really understand our clients as people.

We recognise that personal contact is the essence of good service and we guarantee you will be treated with care and diligence at all times.

We offer :

  • review of Will service
  • executor
  • Will storage
  • free updates of documents to cater for changes in your circumstances or wishes
  • home visits - we always carry ID

We advise on tax mitigation, not tax avoidance, with perfectly legal methods tailored to your individual needs, and work with some of the countries leading tax barristers so you can benefit from a  fully bespoke service.

© Waterfront Wills & Estate Planning Ltd - company number 6195242
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