Kingsman Associates is run by me, Steve DeRoy-Jones
I am a former business advisor in HSBC Bank and gained Associateship of the Chartered Institute of Bankers. I have a wealth of knowledge and experience in dealing with financial matters.
I trained to be an Estate Planning Consultant in 2004 and became fully operational as a business in March 2005. The vast majority of my clients are referred to me by Accountants, Independent Financial Advisors, and other satisfied clients. I became a member of Business Network International (BNI) in April 2005. I am also a member of Newport and Gwent Chamber of Commerce (Ngb2b).
Many of my clients are concerned about what may happen to their property if they have to go into care when they are older. I sit with them and help to work through those issues and advise them on the best course of action. I also have many clients who are keen to sort out their Wills or need advice on trusts, inheritance tax or guardianship.
Providing for the disabled is something that is very close to my heart as our eldest daughter has severe learning difficulties. I can empathise with people who are in the same situation as myself and my wife, who is a full-time carer. We obviously need to ensure that she is provided for should anything happen to us. There are many families out there who are in the same situation as us and need to seek advice to ensure their own peace of mind. This is where I can help.
From my own family’s experience I know that people are often unable to achieve their aspirations for their estate due to a lack of knowledge. Many people are put off resolving issues such as wills because they can't spare the time to visit a solicitor, or are put off by visiting the perceived formal surroundings of a solicitor’s office.
I will visit you at your home or a venue of your choice at a time that is convenient for you to discuss your issues and to help allay any fears or worries you may have. Importantly, I do not charge for my time.
In addition to conducting consultations I am also willing to give free talks on the use of Wills and Trusts. to explain in plain language the simple steps that people can take to put in place effective wills.
For my customers' security I am backed by £2.5m of Professional Indemnity insurance and £1.0m of Public Liability insurance. I am a member of the Society of Will Writers and Estate Planning Practitioners, a non-profit organisation working to protect the public by advancing educational and ethical standards within the Will writing profession. I am also a member of Trust and Security (TAS), a nationwide network of elite Will writing companies providing legal support and referral work throughout the UK.
I will ensure that you receive a professional, confidential service in the comfort of your own home or office. So, don’t delay - put your estate planning worries at bay!