Vanessa Phillips
Estate Planning Expert

I offer advice through:

Face to Face

Phone /
Video Call

Average feedback score
10/10

PI COVER
£1,000,000

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 Phillips

Estate Planning Expert

Average feedback score
10/10

I offer advice through:

Face to Face

Phone /
Video Call

PI COVER
£1,000,000

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.

Testimonial

"I would highly recommend Vanessa to deal with any legal advice needed when writing a Will and following a bereavement. I will never be able to thank her enough for her help and advice." Linda, Swansea