About Us

About Calvis Estate Planners

Our Mission

Our mission is to make everything relating to your Legacy, Clear, Simple and more effective. With over 30 years of financial experience within the Director of Key Estate Planners. We understand it can be difficult to discuss private matters, and we aim to put your mind at ease.

How It Works

We carry out initial, face-to-face consultations at no cost. This can be either in the comfort of your own home or our offices; whichever is most convenient for you. Our Estate Planners are flexible and can arrange to meet with you in the daytime, evening or at the weekend.

Meeting you in person allows us to sit down with you and help you to clearly identify your objectives. In addition, we will make you aware of the threats that may prevent you from achieving your goals and satisfy your hopes and wishes.

If we see an opportunity to save you money, protect your assets, improve your financial situation, then we will give you the best options available.

Our main aim is to make sure your love ones are protected and you have peace of mind.