Do you worry about the costs that you may leave behind?
Are you looking to plan for your families futures?
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What we do

D&K wills was formed by two people Katherine Rowell and Daniel Edwards as a financial adviser and accountant they wanted to be able to offer their clients the complete financial security of knowing their assets would be looked after on death as well as whilst alive. With both operating out if the Isle of Axholme already it made sense to have an office in Epworth where clients could have appointments if they wish as well as in their own homes.

Each having over a decade within the financial services and accountancy industries we bring together a vast amount of financial knowledge to help business owners and individuals plan for the future. We operate within 4 core principles:

1. Always doing the right thing – this is why we offer a free will review service, you may already have perfect planning.
2. Support out local community – you will often see us at local events. Both Dan and Katherine are on the local Epworth Show committee.
3. Know our clients – we take the time to get to know you and your circumstances.
4. Work with the full picture – Katherine is a fully regulated financial adviser and Dan is a practicing accountant therefore we can offer solutions as well as highlight any potential problems.

Currently there are office in Bawtry, Epworth and a home office in Westwoodside however the majority of appointments are done in the comfort of your own home.

 

in the press

Why you should make a will – The Money Advice Service
Power of Attorney – MoneySavingExpert.com
Why a lasting power of attorney is not just for the elderly – The Guardian
Using a trust to cut your Inheritance Tax – the Money Advice Service
Contact Us

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