JYA Estate Planning Ltd is a distinguished financial services firm specializing in comprehensive estate planning and wealth management solutions. Operating as the friendly face of finance in Dorset and surrounding areas, this independent advisory practice stands out for its personalized, client-centered approach and deep commitment to making complex financial matters accessible and understandable.
Established in 2009 and backed by over 30 years of combined industry experience, the firm offers fully independent advice tailored to individual circumstances and goals. Their team provides face-to-face or virtual consultations, including out-of-office appointments, ensuring flexibility and a genuine, pressure-free advisory experience. They cater to individuals, families, and business owners seeking to protect their assets, plan for the future, and navigate financial decisions with confidence and clarity.
Services Offered
- Estate Planning
- Will Writing
- Lasting Power of Attorney (Property & Finance)
- Lasting Power of Attorney (Health & Welfare)
- Probate Services
- Independent Financial Advice
- Mortgage Brokering
- Equity Release
- Pensions Planning
- Investment Advice
- Protection & Insurance (Life, Health, Income, Home)
- Tax Implication Analysis
Serving clients across Dorset and surrounding regions, the firm operates from locations in Weymouth and Dorchester, offering support in English. All estate planning and legal document preparation is underwritten by a legal team and covered by £2 million in professional indemnity insurance, providing clients with additional security and trust.
