As a firm we are constantly trying to move forward with our standards and professional development. We have aspirations of obtaining Corporate Chartered Adviser’s status early next year and are also working to achieve accreditation from the Society of Later Life Advisers (SOLLA).

Another professional accolade we have been working on is becoming Affiliate members of The Society of Trust & Estate Practitioners “STEP” and we are pleased to announce both Michael and Ben are now Affiliate members of STEP.

“STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.”