Probate and Estate Planning strategies as individual as your ambitions
Tailored Advice to
help you grow
Our Probate and Estate Planning team delivers tailored advice to help you grow, protect and enjoy your wealth on your terms.
We start by understanding what matters most to you, then build an investment strategy shaped by your goals, risk appetite and life plans.
Financial Advice
Regular portfolio reviews ensure your investments remain on track, with adjustments made as your circumstances and market conditions evolve. We explain sophisticated financial concepts in straightforward language, empowering you to make informed decisions.
How we champion your business
Invest with purpose:
Personalised planning based on your goals, not generic formulas.
Adapt to change:
Regular portfolio reviews that evolve with changes in markets and you.
Make informed decisions:
Simple explanations that help you assess complex options and make confident choices.
Build lasting relationships:
Ongoing support from advisers who understand your evolving needs.
Estate Planning
Estate planning is about more than money. It’s about protecting what matters and passing it on with purpose. We help you preserve your wealth, honour your wishes and create a legacy that lasts.
How we champion your business
Protect what matters:
Estate planning that reflects your wishes and values.
Pass on more, lose less:
Inheritance tax strategies that maximise what your loved ones receive.
Stay in control:
Trust planning that secures assets over the long term.
Make it seamless:
Collaboration with legal partners for a fully aligned plan.
Pension Solutions
Our retirement planning service helps you build financial independence with complete confidence. For pension strategies, tax-efficient savings and income plans tailored to your life and goals, speak to Sumer.
How we champion your business
Create your ideal future:
Retirement planning that builds the lifestyle you envision.
Simplify your finances:
Pension consolidation and optimisation that offers clarity and control.
Maximise retirement income:
Drawdown and annuity advice that makes the most of your pension savings.
Stay on track:
Regular reviews to ensure your pension stays aligned with your changing needs.
Meet the team
There are plenty of ways Sumer can make a difference to your business.
But if we had to pick one, it’s our people. With partner-led services from local experts in every region, we offer national scale and personal support from people who understand your sector and your community. From succession planning and exits to international growth, our specialists are here to help you make the big decisions with confidence.
Graham Doubtfire
East Anglia
Jamie Ellis
Midlands Jamie Ellis
Email: Jamie@jerromsfp.co.uk
Esther Hancock
Midlands Esther Hancock
Esther joined DPC in 2003 and became a director in November 2013, specialising in tax. Esther qualified as a Chartered Certified Accountant in 1999 and qualified as a Chartered Tax Advisor in 2002. She also holds the STEP qualification (Society for Trust and Estate Planners).
She has a wealth of experience, working in accountancy practice for many years.
Esther specialises in providing tax advice and planning to small and medium sized owner-managed businesses and high net worth clients both at a corporate and personal level on all areas of tax, including income tax, corporation tax, capital gains tax and inheritance tax. She provides technical tax knowledge and support to the office.
She has been involved in mergers and acquisitions and is experienced in corporate restructuring, and employee share schemes.
Caroline Keenan
Northern Ireland
Debbie Rafferty
South West
Gordon Symes
Midlands Gordon Symes
Email: Gordon@jerromsfp.co.uk
