Helen Davies - Estate Planning Consultant

Helen Davies - Estate Planning Consultant I am an Estate Planning Consultant, working on behalf of Heritage Estate Planning, primarily focused within the London & South East area of the UK.

I help clients create Wills and Lasting Power of Attorney Documents

What a lovely way to start the week!  Very excited to be heading back to the   this year in Manchester
24/08/2026

What a lovely way to start the week! Very excited to be heading back to the this year in Manchester

I’m truly honoured to have been asked to be part of the judging panel at the British Wills & Probate Awards this year.Th...
18/07/2026

I’m truly honoured to have been asked to be part of the judging panel at the British Wills & Probate Awards this year.

This feels especially meaningful having experienced the awards from the other side, previously winning Estate Planning Consultant of the Year in 2024 and receiving two Highly Commended recognitions.

The British Wills & Probate Awards shine a light on the dedication, care and professionalism shown across our sector, and I know just how much it means to be recognised by peers and industry leaders.

I’m looking forward to celebrating the individuals and firms who are raising standards, supporting families and making a real difference in wills, probate and estate planning.

Thank you to the organisers for inviting me to be part of the judging panel; it’s a privilege to play a small part in recognising excellence in this profession.

Such important documents - get in touch if I can assist you with creating your plans
30/06/2026

Such important documents - get in touch if I can assist you with creating your plans

12/06/2026

We are here to help - our meetings are completely free with no obligation so please do get in touch if we can assist further

Email: [email protected] or call 01732 655039.

Something we get asked alot!
09/06/2026

Something we get asked alot!

28/05/2026
I had this exact conversation with someone yesterday!  House in one person's name and not married......  Thankfully I ha...
13/05/2026

I had this exact conversation with someone yesterday! House in one person's name and not married...... Thankfully I have had an opportunity to make them aware of the implications for the survivor.

15/04/2026

Very proud evening for the whole Team.....

Address

London & South East
Sevenoaks

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