Estate Planning Solutions

At Estate Planning Solutions Limited, we pride ourselves on providing independent financial advice to individuals, families, and businesses across the UK. With over 20 years of experience, our team of experts has established a reputation for delivering bespoke financial solutions that cater to the unique needs of each client. Our commitment to integrity, transparency, and exceptional service has earned us a strong reputation in the industry.

Our History

Founded in 2002 by husband and wife team Martin and Louise Coulter, our business has grown significantly over the years. Martin, a Chartered Financial Planner, has spent his career providing expert advice on financial products and tax planning to individuals and businesses. Louise, a Fellow of the ICAEW and a Chartered Accountant, brings a wealth of experience in financial planning and regulation. Together, they have built a team of experts who share their commitment to delivering personalized financial solutions.

Our Services

At Estate Planning Solutions Limited, we offer a comprehensive range of financial services designed to meet the diverse needs of our clients. Our services include:

• Wealth Management: We provide personalized financial planning and management services to high net worth individuals and families. Our team advises on investments, pensions, life insurance, and other financial products to help clients achieve their financial goals.
• Pension Advice: We offer expert guidance on pension planning, including arrangements for pension and investment strategies. Our team helps clients navigate the complexities of pension regulations to ensure their retirement savings are maximized.
• Investment Planning: Our investment experts design and implement tailored investment strategies tailored to each client's risk tolerance and financial objectives. We help clients grow their wealth and achieve their long-term financial goals.
• Protection Planning: We understand the importance of financial protection for individuals and businesses. Our team advises on life insurance, critical illness cover, and other protection products to ensure that clients are adequately protected against unforeseen events.
• Trust and Estate Planning: Our team provides expert advice on trust and estate planning, ensuring that clients' assets are protected and distributed in accordance with their wishes.
• Expert Witness Services: In cases involving financial disputes or litigation, our experienced team can act as expert witnesses to provide expert testimony on financial products and their implications.

Our Commitment

At Estate Planning Solutions Limited, we are committed to delivering exceptional service, integrity, and transparency in all our dealings. We believe in building lasting relationships with our clients, understanding their unique needs, and providing tailored solutions that meet those needs.