Legal Advice

VANTAGE FINANCIAL PLANNING

Kate Stephenson was called to the Bar in 2005, with a demonstrated history of working in Criminal Law, Child Protection and has been an experienced Senior Estate Planning Consultant with many years of experience within this specialist field. She is highly skilled in legal advice, legal assistance, legal research and all aspects of estate planning with a passion for complex estates and Trust work.

Vantage Financial Planning provides professional, qualified estate planning services. These include:

Wills*
Will Trusts*
Lifetime Trusts*
Lasting Powers of Attorney
Probate Services

We provide you with a proven legal framework to make sure you keep the wealth you’ve worked hard for and to ensure your estate is protected for your Family.

MAKE AN APPOINTMENT

*Will writing and trusts are not regulated by the Financial Conduct Authority.

Kate Stephenson

Legal Advisor

WHAT OUR CLIENTS SAY

"Robert was very professional and knowledgeable -- he listened to what my wife and I wanted to achieve with our finances. He got us the best possible deal on our mortgage and also set up insurance policies to protect our newborn son should anything happen to either one of us. I have highly recommended Vantage Financial Planning to family and friends and would work with them again in the future."

Mark Hurley
Oulton Broad

"I’m so pleased that I took advantage of the pension review from Vantage. I’ve put substantial funds into personal pensions over the years, and to be honest never paid much attention to them. I assumed the investments that my pension company was making on by behalf would be fine. How wrong I was! Your sound advice really brought into focus how inadequate my current pension was, and with your help I am finally planning properly for my retirement. Thank you!"

Peter Boulton
London

"We have been particularly pleased with the high levels of knowledge and client care, together with an attention to detail, that was lacking when we were dealing with the banks and other previous advisors. We have also been impressed with the consolidation of our investments which has helped with our understanding and paperwork. We would certainly have no hesitation in recommending Vantage Financial Planning to friends, family or colleagues and have already done so."

Mr & Mrs Arnott
Lowestoft

Make An Appointment

You can make an appointment for a no-obligation free consultation by calling us on 01502 586627, emailing us, or by filling in our online contact form here.

Go ahead, we’d love to hear from you!