Company: Will Creation Location / Address: 4 Rossmore Business Village, Inward Way, Ellesmere Port, Cheshire, CH65 3EY Postcode(s) Covered: Wirral, Cheshire West, Merseyside I began working in financial services in 2018, supporting clients through our family-run business with their investment, pension, and protection needs. While my initial interest was in the world of investing, it’s…
Company: Will Creation
Location / Address: 4 Rossmore Business Village, Inward Way, Ellesmere Port, Cheshire, CH65 3EY
Postcode(s) Covered: Wirral, Cheshire West, Merseyside
I began working in financial services in 2018, supporting clients through our family-run business with their investment, pension, and protection needs.
While my initial interest was in the world of investing, it’s the clients – and the value of proper estate planning – that have kept me here.
I now work closely with my mother, Karen Anderson, who has been a full member of the Society of Will Writers for over 25 years. As an affiliated member myself, I take client instructions for Wills and Lasting Powers of Attorney, while Karen handles the drafting and legal detail.
For many of our clients, Will Writing and Powers of Attorney are a core pillar of their financial planning journey. With my experience as an Independent Financial Adviser, I’m able to bridge the gap between regulated financial advice and estate planning – helping families plan with clarity and peace of mind.
