Mr Peter A Hoare ASWW, STEP Affiliate
Throughout his working life, Peter has always been involved in providing financial services to the general public. He first trained and practiced as an Independent Financial Advisor gaining all three financial planning certificates and went on to train new financial advisors for five years.
Peter then decided to move into estate planning and Wills after experiencing the death of a close friend who had not made a Will.
Now with over 20 years estate planning experience, Peter has developed extensive technical knowledge combined with his natural approachability, and in 2006 attended a Law Society Approved Course to gain a greater understanding of setting up trusts and the Probate Process. Peter has recently passed the advanced certificate in Will Preparation with S.T.E.P.
Peter now runs his own small practice and deals directly with his own clients to provide basic and technical Wills involving trusts and taking advantage of allowances for business relief and then providing a full probate service or just advice.
Peter also drafts Wills and advises other Will Writers on some technical aspects and provides training for accountants, financial advisors, mortgage brokers and estate agents who wish to make additional income from taking Will instructions.
All the Wills that are produced are in compliance with the STEP Code for Will Writing in England & Wales.