About Us
A common sense approach you can trust
At Watermead Trust Planning Ltd, we are dedicated to meeting all your estate and trust planning needs with unbiased and honest advice.
At Watermead Trust Planning Ltd, we are dedicated to meeting all your estate and trust planning needs. Whether you require face-to-face consultations, prefer to conduct business by post, or choose the convenience of the worldwide web, we are here to assist you every step of the way.
Our Mission
We believe in making high-quality planning accessible to a broader audience. By consolidating expertise and utilising specialised services, we offer competitive rates without compromising on quality or service.
Our goal is to provide you with the knowledge and guidance you need to make confident decisions about estate planning. We demystify trusts and explain your options in clear, understandable terms.
Flexible Consultations
We understand that everyone has different preferences when it comes to receiving advice. That's why we offer multiple ways to work with us:
- Face-to-face meetings at our Leicester office or your home
- By post for those who prefer written correspondence
- Online consultations via video call for convenience
Why Choose Us?
- Over 10 years of professional experience
- Chartered Institute qualified (J02 Trusts)
- Competitive, transparent pricing
- Secure document storage included
Our Strengths
Extensive Experience
Over 10 years of experience in trust and estate planning
Professional Qualifications
Chartered Institute of Insurance Trust Qualification (J02 Trusts)
Complex Family Situations
Experience handling second marriages, blended families, and intricate estate requirements
Competitive Pricing
High-quality Family Trust Structures at accessible rates
Ongoing Support
Continued guidance and support throughout your planning journey
Secure Document Storage
Safe, confidential storage for all your important documents
Our Services
Regulated Financial Advice
Where the need is identified for regulated financial advice as part of estate planning, the advice is provided via SFA Independent Financial Advisers. This ensures you receive comprehensive guidance that covers all aspects of your financial planning needs.
Contact Information
Address
Watermead House637 Melton Road
Thurmaston
Leicester
LE4 8EB
Ready to start planning?
Contact us today for a consultation. We'll help you understand your options and create a plan that's right for you.
Or reach us directly