Estate Planning


Dont lose your home to pay for Care Home fee’s – ask us about Protective property Trusts.

Concerned about Inheritance tax – don’t pay a penny more than you need to by taking some simple steps.

You NEED a Will, dont put it off until its too late. Let us act for you know to protect those you love further down the line.

 If you have recently lost a loved one we can assist with ESTATE ADMINISTRATION to help you through the legal and financial minefield at this difficult time.

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Contact Us

Paul and Louise Davies
Phoenix Financial Solutions
2 Park Terrace
Trelewis
Mid Glamorgan
CF46 6BT
Office 01443 412504
Mobile 07807 806324