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tailored to your needs

Practical Planning for Life and Business

Clear, personal guidance on wills, trust and estate planning for you, your family and your business.
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Accredited. Approved. Trusted.
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Meet Steve Lavelle

Good planning shouldn’t be complicated. Whether it’s for your family or your business, clear advice makes all the difference. After years in financial services, I started this practice to offer something more personal - straightforward guidance on wills, trusts and estate planning, without jargon or pressure. My role is simple: to listen, understand what matters to you, and help you make confident decisions about the future.
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Planning That Gives You Confidence

Every situation is different. Whether you're securing your family's future or protecting your business, my role is to make the process clear, personal and practical.
Wills
Trusts
Estate Planning
Power of Attorney
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Personal Advice. Professional Standards.

Logos: Institute of Professional Willwriters, ICO Information Commissioner's Office, and Approved Code Trading Standards.
I combine the personal service of a small practice with the knowledge and professionalism gained from years in financial services. Every client receives clear, considered advice no jargon, no hidden costs, just practical planning that gives you confidence in every decision. Whether you’re preparing a will, setting up a trust or safeguarding your business, you’ll have my full attention from start to finish.
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Clear Guidance

Straightforward advice that helps you understand your options and make confident decisions.

Honest Advice

You’ll always know where you stand. Transparent costs, no jargon, and recommendations that serve your best interests.
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Personal Service

Every client is unique. I take the time to understand your goals and shape a plan that fits your life and business.

Proven Experience

As a qualified member of the Institute of Professional Will Writers, I provide trusted, professional guidance built on experience.
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Experience You Can Rely On
250+
Clients Helped
15+
Years Experience
100%
Personal Service
100%
Transparency
Frequently asked questions
A few of the things people often ask before getting started and if your question isn’t here, I’m always happy to help directly.
How long does it take to set everything up?
Do I need to prepare anything before our first meeting?
Can you work alongside my financial advisor?
What areas do you cover?
Is there any obligation after the initial consultation?
How much do your services cost?