Amy Peters MBA MIPW (Lincolnshire & Nottinghamshire)
Amy is a Director of Beneficial Trust & Will Co and is a full member of the Institute of Professional Willwriters. With a background in financial services, Amy continues to provide private client advice locally specialising in advising on Will Trusts, Lasting Powers of Attorney and providing bereavement guidance.
Cheryl Cuthel (West Midlands)
Cheryl's expertise in the field of Estate Planning is extensive having worked across the West Midlands for a number of years developing a loyal client base. Her customer testimonials speak volumes and her knowledge combined with approachable manner ensures the process of getting your affairs in order is seamless.
Dave Tunstall (East Riding of Yorkshire)
Dave had a wealth of experience in the finance industry and is now a specialist will advisor and funeral planner, established in 2009. Based in Beverley and offering no obligation home visits in and around the East Riding of Yorkshire. The aim is to make creating your will and protecting your family as easy as possible.
Patrick Morrison (Bromley, Croydon Dartford & South East London)
Patrick has worked within business sales and account management for over 30 years specialising in supporting the SME sector and owner managed businesses. Offering a comprehensive Estate Planning service compliments his extensive experience in business legacy planning and enables Patrick to put his clients firmly in the driving seat.
Brian O'Neill BEM Dip PFS(Essex, Kent, Norfolk & Suffolk)
Brian is the Director of Next Generation Estate Planning and has been an independent financial adviser for over 20 years specialising in pensions and investments. Brian is a veteran of the armed forces and currently holds the position of Secretary and Trustee to Red Cypher and is also Vice Chairman to the Past & Present Members Regimental Association.
Stuart White Dip PFS (Essex, Kent, Norfolk & Suffolk)
Stuart has more than 30 years experience within the financial services industry. He is passionate about helping clients to achieve their financial goals and can help you with this too. Stuart specialises in pensions, investments and equity release which complements his estate planning work enormously.
Chia Oh BA (Hons) MCIM (Essex, Kent, Norfolk & Suffolk)
Chia joined NGEP in 2017 as an Estate Planning Consultant after training with Beneficial Trust & Will Co. After graduating with a business studies degree, Chia worked in the financial services industry in London for many years and is now based in Colchester. Chia is great at listening to clients needs and will look to provide the best options for them.
Chris Chance (North & East Lincolnshire)
Chris is an experienced adviser, specialising over the last 10 years in Equity Release, Wills and Estate Planning. He strongly believes in the provision of individual advice given on a one-to-one basis in the comfort of your home.
Become an Estate Planning Consultant
We have a team of self-employed Consultants who support clients directly with their Estate Planning requirements.
We can provide opportunities for consultants to come on board and ring-fence a territory upon agreement.
If you are interested in becoming a BTWC Estate Planning consultant find out more here.