Together We Plan Ltd

About me...

I’m Patrick, founder of Together We Plan. I have spent more than 25 years working across financial services, estate planning, small business advice and inheritance tax planning.

As a married father of two — three if you count our working cocker spaniel — I understand why family is often the reason we start thinking about a Will. We want to make things clearer for the people we care about and know that our wishes have been thought through.

Why I founded Together We Plan

I founded Together We Plan to make Will and estate planning simpler, clearer and more approachable, especially if you’re not sure where to start.

My approach starts with listening. We’ll talk about your circumstances, your wishes and any concerns before discussing the options. I’ll explain what each involves, answer your questions and help you decide what is appropriate for you, your family and your budget.

Based in Devon. Working across England and Wales.

We are based in Tavistock and work with individuals and families across England and Wales by video. Home appointments are also available locally in Devon and Cornwall.

Whether you live nearby or further afield, you can start with a free introductory telephone call to discuss what you need.

Book a free 15-minute call with Patrick

My approach to estate planning

Good planning starts with understanding what matters to you. That might be providing for your partner, thinking about your children’s inheritance or making arrangements for someone you trust to help if you cannot make decisions yourself.

Sometimes a straightforward Will is all you need. Sometimes it makes sense to consider Lasting Powers of Attorney or trust planning too. We’ll discuss the options in plain English so you can make an informed decision, without pressure to take services you don’t need.

My aim is to help you put thoughtful arrangements in place and understand when to review them as your family, circumstances or wishes change.

What working with me involves

We’ll start with a conversation about what you want to achieve. Before any work begins, we’ll agree the services you need and the fees, so you know what to expect.

Once you’re comfortable with your decisions, we’ll prepare your documents, help you review them and explain how to sign and complete them correctly. We’ll also explain the storage and review arrangements available with your chosen plan.

I want you to leave the process understanding what you’ve put in place, why it suits your circumstances and what to do if things change.

No obligation. A chance to ask your questions and discuss the next step.