About
Watermead Trust Planning is a specialist UK firm focused on trusts and estate planning, offering a practical, common-sense approach to protecting family wealth and business assets. With over ten years' experience we provide trusts, wills, IHT, lasting powers of attorney, life assurance, trustee and business protection, working closely with accountants, financial planners and solicitors.
Reviews
Ranmal Odedra
3 months ago
Ashvin has been providing financial advice to myself and my mother for the last 30 years. The advice and strategy I have received from Ashvin Pankhania at Watermead Trust Planning has been outstanding. My finances would not be what they are today without his advice and guidance, his advice has been invaluable. I highly recommend him to anyone looking for a financial adviser. He gives you 100% commitment, unsurpassed knowledge, integrity and advice that stands out from any other financial adviser I have ever met. He is always available to provide guidance and deliver quality advice. He is willing to spend time to explain complex issues in a clear way and we have learnt to trust his judgement over many years. I would recommend him to anyone seeking a sound financial advisor.
Bhav Sol
3 months ago
A huge thank you to Ashvin for his outstanding advice and support in creating and implementing my estate planning strategy. He was incredibly professional, thorough, and ensured that every aspect was handled with care and precision. Ashvin truly went the extra mile to make sure that both I and my trustees understood the arrangements being put in place and what was expected of us. His clear communication and commitment made the whole experience smooth and reassuring.
David H
5 months ago
My wife and I used Ash at Watermead Trust Planning to create our wills and estate trusts. It was a very complicated procedure and I had many questions. Ash answered the queries and explained in great detail the process. I felt confident that our wishes were contained in the wills and trusts
Raj
5 months ago
Ashvin is always ready to help and advise whenever needed. He has helped us through the years with financial planning and we wouldn’t hesitate to recommend him to others.
Adam Hewitt
11 months ago
Ash spent lots of time and effort, explaining the trust process. He managed to sort some complex issues and the end result was a trust we were happy with. I would highly recommend Watermead Trust Planning.
Addresses
- Watermead House, 637 Melton Road, Leicester Get directions
Phone numbers
Email addresses
- admin@watermeadtrustplanning.co.uk
Links
Services
- Family
- Financial and Property Issues
- Estate Planning
- Wills
- Trust
- Inheritance Tax
- Lasting Power of Attorney
