Vanessa Phillips | Estate Planning Expert Swansea
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Vanessa Phillips

Estate Planning Expert

Business Butler Rating - 10/10
Vanessa Phillips, Estate Planning Expert
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Vanessa uses her qualifications and professional experience to advice clients on how to protect their wealth. Clients receive a bespoke and comprehensive estate planning service that includes Lasting Power of Attorney, Wills, Inheritance Tax Planning, Asset Protection and Probate.

Work Profile

Vanessa is a warm and friendly individual, she offers over 30 years’ experience in the financial services sector and a further 10 years in estate planning.

Vanessa brings professionalism, expertise and a touch of humour to her client meetings. Being a STEP member, Vanessa adheres to the stringent STEP code of conduct, which highlights the principal professional standards that a STEP member agrees to uphold.

As an experienced Estate Planner Vanessa offers her clients a variety of services. These include: bespoke Will Writing, Lasting Powers of Attorney, Inheritance Tax Planning, Asset Protection and Funeral Plans.

Book Vanessa for

Estate Planning
Inheritance Tax
Asset Protection
Funeral Plans

How it Works

  • No charge for booking
  • Free first consultation
  • All experts vetted
  • Experts fully insured
  • Instant confirmation
  • Feedback gathered
  • Dispute resolution service
  • Real time booking system