Service Description

A single session to bring all your important information into one place, so you and the people you trust always know where things stand. We go through bank accounts, pensions, insurance policies, utility providers, healthcare contacts, legal documents, and how to access everything. I help you build a system that works for you, whether that is a folder, a document, or both. Many clients say this is the most useful thing they have done in years. Fees and payment Every client's situation is different. Fees are agreed in advance before any work begins, with no surprises. No travel charge within Brighton and Hove. For visits further afield, travel time and expenses are agreed upfront.