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
10/10
Average Feedback
£1,000,000
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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.
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.

Why book with Vanessa?

  • Experienced estate planner
  • Inheritance tax specialist
  • Provides funeral plans
  • Offers asset protection
  • STEP member
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Full Biography

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.

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