Abergavenny's Estate Planning Specialists
Expert will writing, estate planning, and inheritance protection services for families in Abergavenny and the surrounding area. Personalised guidance, no pressure — just clear, honest advice.
Affiliated with APS — a national network of estate planners
What We Offer
Everything you need to protect your family and secure your legacy — all in one place.
Professionally drafted wills tailored to your circumstances, ensuring your wishes are clearly expressed and legally binding.
Protect assets for future generations through carefully structured will trusts, including tenants in common arrangements.
Holistic planning to preserve, protect and pass on your estate in the most tax-efficient and straightforward way possible.
Strategic planning to minimise the inheritance tax burden on your estate, helping more of your wealth reach your loved ones.
Appoint trusted people to manage your affairs if you're ever unable to — covering both property & finance and health & welfare.
Protect your assets during your lifetime with a trust structure that can shield property from care fees and other claims.
Expert guidance through the probate process, helping executors manage and distribute an estate efficiently and correctly.
Safe, secure storage of your will and important documents so they are always accessible when needed by your family.
About PWWEPS
PWWEPS is a specialist estate planning practice based in Abergavenny, serving families and individuals across South Wales. Whilst PWWEPS was formally established in 2020, David's personal experience in estate planning goes back to 2019 — so you benefit from a adviser who truly knows this field.
We operate as a trading style of Medical & Professional Investment LLP (MPI) — a well-established firm with a long and trusted track record in financial and professional services. Through our affiliation with APS Legal & Associates, one of the UK's leading national networks of estate planning professionals, we are able to offer the full breadth of estate planning services to the highest standards.
Between MPI's heritage and APS's national expertise, you are backed by years of experience and a network you can trust — delivered locally, personally, and without pressure.
Why Choose Us
We believe estate planning should be straightforward, personal, and stress-free.
We come to you, listen carefully, and provide honest recommendations — never a hard sell.
We're part of your community. We know the area and the families we serve — this isn't a call centre, it's a local service.
APS affiliation means you benefit from national standards and expertise backed by a trusted industry name.
Legal documents explained clearly — no jargon, no confusion, just straightforward guidance you can trust.
How It Works
We meet you at home or at one of our offices for a no-obligation chat about your needs.
We assess your situation and recommend the right services for you and your family.
We prepare all legal documents professionally, explaining each one in plain English.
Your documents are signed, stored securely, and your family is protected.
Meet Your Adviser
Senior Adviser — Specialist in Estate Planning
Direct line
07487 555025
Office
01656 749902
dave@pwweps.co.uk
FCA No.
485852
"My goal is simple — to make sure every family I work with has the right protection in place, explained clearly and without any pressure."
After 30 years in financial services, a change in personal circumstances in 2020 led me to focus on what matters most: helping families plan their futures, protect their loved ones, and control their legacy through thoughtful Will writing and estate planning.
Living in Abergavenny, with adult children in Cardiff and a daughter who travels the world, I understand how difficult it can be to think about what happens when you are no longer around. My advice is always individually tailored — professional, but delivered in a friendly and sometimes amusing manner. That's just me.
I cover the whole of England and Wales, with offices in Abergavenny, Cardiff and Porthcawl. Alongside Will writing, I offer Family and Living Trusts, Inheritance Tax guidance, Lasting Powers of Attorney (LPA), and trusts to protect your home and business assets.
Client Testimonials
Real feedback from real families we've helped across South Wales.
"The service was conducted in a very professional and efficient manner, and I would recommend this company wholeheartedly."
"A very nice, smart gentleman who doesn't put you under too much pressure. We are very satisfied with his service."
"Very informative, various options discussed and queries answered. A relaxed, reassuring presentation and service. There was no pressure — he gave us the information and help as required. We are both well satisfied."
"We have been using Will Planning Solutions for the last 8 years. Rob has always been professional and approachable and has helped us to update our Wills when circumstances have changed. Highly recommended — Rob is a pleasure to deal with."
"Robert explained the process clearly and made everything straightforward. A professional and reassuring service from start to finish."
Get in Touch