WELCOME TO U-PLAN… Financial & Later Life Planning Solutions

  • Wills & Lasting Powers of Attorney

    Tailored approach to avoid a ‘one size fits all’ solution. Legal team expertise on all recent law and regulation. Unique software processing solution ensures accuracy and efficiency.

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  • Estate Planning

    Cutting edge strategies & solutions. Genuine bespoke client approach with S.T.E.P ( Society of Trust & Estate Practitioners) members advice and support.

    LEARN MORE
    estate planning advice in Cheshire

  • FUNERAL PLANS

    Protection from a respected & leading UK provider. Robust due diligence and vetting process on all plans. Bespoke approach. Competitive price guarantee

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    Later life planning solutions in Cheshire
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  • Wills & LPA

    Tailored approach to avoid a ‘one size fits all’ solution. Legal team expertise on all recent law and regulation. Unique software processing solution ensures accuracy and efficiency.

    LEARN MORE
    wills and lpa in Cheshire

  • Estate Planning

    Cutting edge strategies & solutions. Genuine bespoke client approach with S.T.E.P ( Society of Trust & Estate Practitioners) members advice and support.

    LEARN MORE
    estate planning advice in Cheshire

  • FUNERAL PLANS

    Protection from a respected & leading UK provider. Robust due diligence and vetting process on all plans. Bespoke approach. Competitive price guarantee.

    LEARN MORE
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Specialist provider of Wills, Estate Planning, Lasting Powers of Attorney (LPA) & Funeral Plans.
Based in Cheshire / Manchester and covering the UK.

WILLS & LASTING POWERS OF ATTORNEY

Tailored approach to avoid a ‘one size fits all’ solution. Legal team expertise on all recent law and regulation. Unique software processing solution ensures accuracy and efficiency.

ESTATE PLANNING

Cutting edge strategies & solutions. Genuine bespoke client approach with S.T.E.P ( Society of Trust & Estate Practitioners) members advice and support.

FUNERAL PLANS

Protection from a respected & leading UK provider. Robust due diligence and vetting process on all plans. Bespoke approach. Competitive price guarantee.

“Planning today for a better tomorrow”

U-PLAN

ABOUT US

U-PLAN was established by directors Adrian Dunford and David Nicklin specifically to help our clients find high quality financial, legal & later life planning solutions. Having decades of experience in these sectors we decided to turn our knowledge to good use and to introduce our clients to services and products that we (and our families) use for our own planning needs.

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High quality later life & end of life planning providers in Cheshire, at competitive prices

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