Xcelsior offers professional estate planning services tailored to your individual needs.
We will support you with important decisions every step of the way to help maximise and protect your wealth for future generations.
We understand everyone is different, so we provide a holistic approach, listening to your needs and tailoring our services to your requirements.
Our services
Trusts
Trusts are a way of managing wealth – money, investments, land or property – for you, your family, or anyone else who you’d like to benefit.
Will Writing
A Will makes inheritance a far quicker process and means your loved ones won’t have to wait longer than necessary to receive money. Without a Will your estate will be distributed according to the Laws of Intestacy.
" A very professional and friendly service. The information and advice given was relative and easily communicated. Overall a good listener to the needs and requirements for my situation. ”
" Always very helpful and explained all the LPA details for us and our family...if we have any future needs...we will contact you first. Thanks to all..Ann and Eric Melton ”
" A very nice company to deal with. They kept us informed along the way and delivered when they said they would. I would use them again. ”
" I started to use Stacie & Darryl of Xcelsior, in sept 2023 after my husband suddenly passed away. They have given me 110% commitment in sorting out my Will & Lasting power of attorneys. Darryl talks you through it all in english not solicitor phrases. His a very patient man, & his wife Stacie, rang me straight back, when I had questions. I would highly recommend Xcelsior. ”