Who are Zedra?

Based in Cheshire for over 40 years, ZEDRA Estate Planning started life as the Trusts and Estates division of Barclays Bank Plc. but is now part of ZEDRA; an international independent provider of Estate Planning services. We bring an unrivalled end to end service coupled with a unique wealth of Estate Planning knowledge and experience guaranteeing your clients affairs are in the best possible hands.

How we work

We go beyond simply providing a service. It’s in our DNA to:

► Provide peace of mind about your future and ensure your wishes will be followed

► Reassure you that your loved ones will be in safe hands

► Show compassion to you and your family, making a commitment to understand individual needs and personal circumstances

► Consistently provide a first-class service in everything that we do

► Maintain a pricing scale that is competitive, fair and accessible.

Benefits to our partners

► Experienced and knowledgeable team, average length of service is over 20 years

► Generous fee share that doesn’t compromise our bespoke pricing structure or increase the fee for your client

► Advanced fee share payment after 1 month of being instructed

► Free lifetime storage solution

► Access to a dedicated case manager by tel number or email

► Opportunity for future reciprocal business

► Range of products and services to suit the needs of the client, not the business.

► Monthly webinar opportunities