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Business profile
WE ARE MW ESTATE PLANNING...
MW Estate Planning is a right place to be at for help related to services like Trusts, Wills, Power of Attorney, Business LPA and more. We make sure to help you protect hard-earned assets via Wills and suitable Trusts that ensure your loved ones are provided for.
-We'll discuss your case over the phone first.
-We then offer a free face-to-face meeting for all new clients.
-If you're happy with our approach, we'll sign contracts and start work on your case.
CONTACT US TODAY AND WE WILL HELP YOU OUT WITH THESE SERVICES.
ABOUT MATTHEW WILDEMAN - FOUNDER OF MW ESTATE PLANNING
Matthew has worked as an Estate Planner for over 9 years. Initially he was the Senior Estate Planner and Will Writer for a large national financial services company. In early 2015 Matthew decided to break from this IFA firm and setup his own company, MW Estate Planning Ltd.
Matthew is a qualified STEP Advanced Will Writer. He is also a Society of Will Writers qualified Estate Planner having attended numerous the College of Will Writer courses on various subjects from business tax planning, Trusts, Deputyship orders in additional to many different Will writing courses.
Matthew adheres to the Society of Will Writers strict Code of Practice, which governs ethical client interactions and includes mandatory PI cover and a certain number of hours training per month. So we are up to date with the latest developments and tax laws.
On a personal note, Matthew is married to Nicky and lives in Poole and is a keen golfer.
OUR SERVICE IN POOLE, DORSET.
MW Estate Planning head office is based in Poole, Dorset, and is run by founder Matthew Wildeman.
Matthew is a STEP qualified Estate Planner and covers the entire UK but concentrates on Dorset clients in Poole, Bournemouth, Christchurch, Dorchester, Weymouth, and surrounding areas.
Matthew adheres to the Society of Will Writers strict Code of Practice, which governs ethical client interactions and includes mandatory PI cover and a certain number of hours training per month. So we are up to date with the latest developments and tax laws.
On a personal note, Matthew is married to Nicky and lives in Poole and is a keen golfer.
OUR SERVICE IN ISLE OF WIGHT,
Our Isle of Wight office is run by Sara Abel. Sara is a new addition to our family at MW Estate Planning, working directly under owner Matthew Wildeman. Sara covers the entire Isle of Wight including Cowes, Ryde, Newport, Bembridge, Shanklin, Ventnor, Totland, Freshwater, Yarmouth and surrounding areas.
Sara has recently completed her training to become an Instruction Taker for MW Estate Planning for the Isle of Wight. Sara's background is in marketing and communications, incorporating all aspects of public relations, marketing communications and event planning for major corporations and charities. Her strengths lie in her people-to-people skills, taking accurate briefs to ensure seamless conversion into clients' requirements, whether it is copywriting, press briefings, graphic design or successful events.
This new role will allow Sara to utilise these skills and she is very much looking forward to joining the team and assisting you with your estate planning. On a personal note, Sara lives with her husband Kevin on the beautiful Isle of Wight, where they enjoy walking their dogs to the wonderful beaches or over the stunning downs.
OUR SERVICE IN BRISTOL SOUTH.
Our Bristol South office is run by Justin Hennessey. Justin is a new addition to our family at MW Estate Planning, working directly under owner Matthew Wildeman. Justin covers the general Bristol area including Bristol, Weston Super Mare, Clevedon, Winscombe, Axbridge, Cheddar, Wedmore, Branwell and surrounding areas.
Now looking forward to retraining and using my skills and consulting experience to work with Matthew building the MWEP brand nationally by being the Bristol South Wills and Estate Planning Consultant. I am looking forward to the learning and meeting new clients and contacts to build my business whilst continuing to provide a first-class ethical service.
My hobbies are obviously golf, reading - generally self-improvement and biographies, cooking and the internet.
Weston - 01934 244659
Bristol - 0117 990 2113
mail - justin.hennessey@mwestateplanning.co.uk
OUR OFFICE IN DONCASTER.
I have recently qualified with Society of Will Writers to become an Estate Planner with MW Estate Planning in Doncaster.From previous employment I have developed many business and accounting skills, but I have had experience as a Will Writer before and enjoyed the role, hence why I'm excited to return to it now.
I enjoy meeting with new people and helping them with their estate planning needs, giving them qualified and ethic advice, in a clear and simple way.
I'm looking forward to helping the people of Doncaster with their Wills, Powers of Attorney, Trusts and related legal documents under MW Estate Planning Limited.
Tel: 01302 456 274
mail - bibi.chappell@mwestateplanning.co.uk
I was introduced to Matthew at a golf function with networking for various businesses. I had always wanted to establish my Will with an ethically sound advisor and Matthew seemed to be exactly the right person. As we progressed discussions it became apparent that MW Estate Planning were vastly experienced and cost-effective. I am pleased to recommend Matthew to anyone who needs to make a Will to secure their wishes, however simple or complicated!
John Panton
Professionalism, Quality, Responsiveness, Value
Matthew was recommended by our mortgage advisor and was quick to respond to our enquiry and set up an appointment. We had our meeting over Zoom due to the pandemic, he was still able to present and talk through everything clearly and answered any questions we had. Our wills were set up in no time and exactly as we needed. Would definitely recommend.
Paul Hawkins
BEST ADVICE FROM THE EXPERT.
Matthew gave clear advice and made sure we understood everything before moving on to the next part in will writing. We did not feel rushed and had time to ask questions. Everything was so smooth from start to end. Highly recommend MW Estate Planning
Nagendra Mishra
THANK YOU FOR ALL THE HELP...
We met mathew for our initial talk about our requirements . i felt that he listened carefully and i could see that he was a experienced will writer due to his response and extra advice that he helped us with . All the fees were laid out properly for us to see at the initial meeting once he knew how to deal with our will . within a week the draught wills were sent to us to confirm everything was correct . the whole process was efficient professional . We now can both be confident that out wills are now in place if anything should happen . Thank you very much for all of your help and we will recommend you to friends and relatives
Teresa Vella
RECOMMEND THEIR SERVICES TO ALL.
Firstly, the cost of the service is much less than our local solicitors and includes home visits to fact find and discuss the clients needs and wishes. The advice was very professional and wide ranging. They are seemingly very experienced and knowledgeable in this field of expertise.
I am very pleased that I chose them for myself and heartily recommend their services.
