I'm a father and I know what it's like when estate planning goes wrong. When my dad died, my family was drowning in paperwork, confused by legal terms and making decisions whilst grieving. And I'm supposed to know what I'm doing.
Before founding Repton, I spent more than 20 years in financial services. From 2006 I worked in regulated financial advice, including at HSBC and St. James's Place, and built my own financial planning practice with around £47 million of client assets. I hold the CII Advanced Diploma in Financial Planning, including AF1 Personal Tax and Trust Planning. But none of that prepared me for the reality of sorting my father's estate.
That experience changed everything. If my family struggled with this and I do this for a living, what happens to everyone else?
What Makes Me Different
I combine more than 20 years in financial services with advanced CII financial planning qualifications and specialist estate planning work. I have advised families with significant wealth, built a financial planning practice with around £47 million of client assets and now focus on estate-planning and inheritance tax strategy. I do not provide regulated product advice.
But qualifications are not enough. What matters is whether you can trust someone to understand your family, explain things clearly and get it right.
Why I Started Repton Estate Planning
The estate planning industry is largely unregulated. Anyone can set up a will writing business with no qualifications, no insurance and no oversight. I've seen the damage this causes. Wills with errors. Trusts set up incorrectly. Families losing tens of thousands in unnecessary tax.
I started Repton Estate Planning to bring professional standards to an industry that desperately needs them. Every will we write is backed by professional indemnity insurance. Every estate-planning recommendation is documented, explained and kept within Repton's scope.
Clear advice. Fixed fees agreed upfront. Every question answered properly.
How I Work
Transparency first
Fixed fees agreed upfront. No hourly rates. No hidden costs. You know exactly what you'll pay before we start.
Education, not sales
I explain what you need and why. You should understand exactly what you're signing. If you don't, I haven't done my job properly.
Empathy always
Estate planning means thinking about death, illness and family. It's emotional. I've been there. We handle every conversation with care.
Professional standards
Every document is checked, every piece of advice is backed by PI insurance and every client gets the same level of care.
Beyond the Qualifications
Yes, I have technical training and experience managing significant wealth. But what matters more is that I am a father who understands what families face when estate planning goes wrong.
"I don't want your family to go through what mine did. That's why I do this."
Ready to talk?
Book a free 15-minute call. No obligation. No pressure. Just a conversation about your situation and how we can help.
Book a free 15-minute call