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Wills

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Trusts

Set up a Trust

Financial Guidance

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Tax Planning

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Power of Attorney

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About Us

Partner, David Barnett, has over 30 years' experience in financial services, specialising in estate and succession planning

Estate Planning Service St Albans

David Barnett is a local advisor with more than 30 years’ experience in financial services, specialising in estate and succession planning. As members of the Society of Will Writers, we are well-resourced in understanding the difficulties these decisions often involve.

We also provide appointments over the telephone or online video call at your preference.

Estate Planning Service Leicester

Holly Morgan is a 33-year-old legal professional with a law degree and a reputation for excellence in her field. Highly skilled and dedicated, she brings sharp expertise and professionalism to every aspect of her work. Holly also demonstrates outstanding leadership as the captain of Leicester’s women’s football team, balancing strategic thinking, teamwork, and determination both on and off the pitch.

We also provide appointments over the telephone or online video call at your preference.

Areas We Cover

We provide financial planning services across Gloucester, Hertfordshire, Bedfordshire, Buckinghamshire, Herefordshire, Worcestershire and Leicestershire.

Wills, Trusts, Probate, Power of Attorney & Inheritance Tax Planning

Simple, Understandable and Affordable Financial Advice

At Bees & Co., our expert partners provide simple, affordable support for people in Gloucestershire, Hertfordshire, Bedfordshire and Buckinghamshire.

We relieve the pressure of difficult legal and financial planning, offering professional, friendly advice.

You can lean on our team to guide you through the process of will writing, setting up trusts and probate, drafting powers of attorney and more.

Set up a free initial discovery meeting today to discuss your needs.

Your future is safe in our hands.

Request a Free Meeting

People and Assets Protected

Total wills written

Loved ones protected

Tax saved

Testimonials

“Thanks to Bees and Co for making what we thought was a complicated issue quite understandable and we had a surprising amount of fun in the process”

Mark & Bev - Bristol

“Bees and Co provided my wife and I with a fantastic service. We were pleasantly surprised by the ease and structure of the meeting. Held at our home we felt comfortable and relaxed.”

Alan & Kat - Gloucester

“My Mother sadly did start to become more forgetful and eventually the dementia became worse and worse. If it had not been for Bees & Co then it would have been so hard to care for Mother and execute her wishes.”

Jayne - Cirencester

“It is very difficult to sometimes think of the worst, John thank you again for your help in putting together my trust, I now feel that everything is in place should the worst happen.”

Colin & Tracey - St Albans

“Thank you to John for all your work. You were both professional and sensitive towards our wills and making sure that all was in order.”

Sarah & Peter - Tewkesbury

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