Additional Services

Additional Services: Phoenix Real Estate Planning Services

As well as Estate Planning, we offer the following services through our trusted partner network:

​Financial Advice – for financial investments.
Equity Release – to help fulfil your dreams.
Accountancy Services – for those that are self employed.
HMRC Dispute Resolution – for those that have a dispute with HMRC.
Business Tax Specialist – incorporation, buy to lets, business succession planning and much more.
Commercial Insurance Services – buy to let portfolios, business insurance, motor fleets etc.
Mortgages – commercial, residential, buy to let, remortgages.

​Each partner has been thoroughly vetted for offering the best cost effective advice and service.
As well as offering these services alongside our Estate Planning services, allowing us to offer a holistic & complete service, they are also available individually.

Book A Consultation

You can give us a call on 0114 244 1990 or complete the CONSULTATION FORM if any of the above services are required and we will put you in touch with our partners.