Affordable Financial Planning Services

Having decided that we wanted to protect our house for our son, Gill was recommended to us by our financial consultant. She was very helpful throughout the process, nudging us gently when the morass of necessary paperwork came through and making what would have otherwise been a minefield feel very manageable. Highly recommended.
Apr 24th, 2023

I got to hear about Gills services via my financial advisor . I was initially daunted by the prospect of setting out my Will and POA however, Gill was highly professional and expertly guided me through the process.These are not easy conversations to have nor are they straightforward decisions to make , yet Gill was so easy to talk to and I immediately felt I could trust her and be open in my thoughts. She put me at ease where I felt no question was a silly one and any queries I had were dealt with in a most timely manner . Gill made me feel important and special and I feel great peace of mind now to have my Will and POA in place
Apr 20th, 2023

Great service at a very affordable price. Gill was incredibly helpful throughout the process of completing my Will and Legal Power of Attorney paperwork. What can be quite a painful process was made so simple with Gill's support. I cannot recommend her services enough!!
Jan 30th, 2023

I am very satisfied with the services of Gill Werrett and AFPS
Jan 1st, 2023

I was referred to Gill by my financial advisor. Being new to this area, I was looking for someone that was knowledgeable and able to outline things in a simple way. Gill was great at helping me to understand my options and following through with the decisions made. I would highly recommend AFPS to others for their professionalism and ability to provide tailored support.
Oct 28th, 2022