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.
Matthew Larner CeMAP CeRER Aff.SWW (Essex, Kent & London)
Matthew is an experienced financial services professional who has operated in the South East for many years advising clients on their Equity Release and Estate Planning options. Matthew has a loyal client base and continues to grow his business by recommendation and referral due to his exceptional attention to detail and high standards of client care.
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.
Ian Tagg (Yorkshire)
Ian is an experienced adviser, specialising over the last 10 years in 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.