About Earle Estate Planning

Earle Estate Planning is your Surrey ‘go-to’ service for all things Wills, Trusts and Lasting Powers of Attorney. Founded by Peter Earle, we serve individuals who need tailored advice from a trustworthy and knowledgeable source.

No one knows what will happen and when? Without proper advice your beneficiaries may not get what you want them to get on your death. The costs of not doing something can be substantially more than by taking advice now. That’s why our jargon-free, professional service uses the latest technology and a personal service to meet client needs.

Our process begins with a short, no-obligation discovery meeting (by telephone or Zoom) during which we introduce ourselves and our service and understand what a prospective client is looking to achieve. After this meeting has taken place, we will provide an electronic questionnaire to allow us to more formally ascertain your family structures, assets, financial situations and any existing legal arrangements. We then produce our written recommendations for your consideration (at our cost). Finally, we will meet to discuss the report, answer any questions, and then take your instructions. Once these instructions are complete, your legal documents will be produced and forwarded to you for execution.

So, for advice and assistance in setting up an Estate plan, please get in touch today for a no-obligation conversation and find out how Earle Estate Planning can help you and your family.

Who We Help

At Earle Estate Planning, we help individuals and families of all ages and backgrounds. Whether you are just starting your family or planning for retirement, we can help you protect your assets and plan for the future.

How We Do It

We take a personalised approach to estate planning, working closely with our clients to understand their unique needs and goals. Our team of experts then develops a comprehensive plan that addresses all aspects of estate planning, from wills and trusts to powers of attorney and asset protection strategies.

What We Offer

At Earle Estate Planning, we offer peace of mind and security for you and your loved ones. Our customised estate plans are designed to protect your assets for future generations and ensure that your legacy lives on. Contact us today to learn more about our services and how we can help you plan ahead for your loved ones.

About Peter Earle
Owner Of Earle Estate Planning

Peter Earle, founder of Earle Estate Planning comes with a wealth of experience advising clients on their Wealth and Estate Planning needs. He began with NatWest, including being one of the founder advisers in their Life and Pension Division: NatWest Life in 1994. In 2001 Peter became an Independent Financial Adviser and worked with various IFA’s, Accountancy Practices and a Global Private Bank before setting up his own Wealth Management Practice with St James’s Place in 2009.

Specialising in helping high net worth clients grow their wealth, Peter realised that Asset Protection was equally important, to allow the passing of as much wealth as possible to future generations, so an Estate Planning service was added to his business, becoming his main focus in 2015.

Peter Earle is passionate to ensure people get the advice they need, when they need it and in ways that they can easily understand. Whether people do business with him or not, he wants them to understand the importance of Estate Planning and have access to advice on the subject when they want it. His quick reaction to questions and queries means his clients are responded to within 24 hours and he is confident in the mantra “I do what I say I will do, in a timely and professional way”.

Let Peter talk you through your Wills, Trusts and Lasting Power of Attorney needs today. You can rest assured that you and your family will be in good hands.

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