Accredited. Approved. Trusted.
Meet Steve Lavelle
Good planning shouldn’t be complicated. Whether it’s for your family or your business, clear advice makes all the difference.
After years in financial services, I started this practice to offer something more personal - straightforward guidance on wills, trusts and estate planning, without jargon or pressure.
My role is simple: to listen, understand what matters to you, and help you make confident decisions about the future.
Planning That Gives You Confidence
Every situation is different. Whether you're securing your family's future or protecting your business, my role is to make the process clear, personal and practical.
Wills
Clear, carefully prepared wills that reflect your wishes, protect those you care about, and ensure your estate is handled exactly as you intend.
Trusts
Thoughtfully structured trusts designed to safeguard assets, provide long-term security for loved ones, and support effective estate planning.
Estate Planning
Joined-up advice that looks at the full picture, family, finances and business interests, helping you plan confidently for the future.
Power of Attorney
Practical arrangements that ensure the right people can act on your behalf, should you ever need support managing your affairs.
Personal Advice. Professional Standards.
I combine the personal service of a small practice with the knowledge and professionalism gained from years in financial services.
Every client receives clear, considered advice no jargon, no hidden costs, just practical planning that gives you confidence in every decision. Whether you’re preparing a will, setting up a trust or safeguarding your business, you’ll have my full attention from start to finish.
Experience You Can Rely On
250+
Clients Helped
15+
Years Experience
100%
Personal Service
100%
Transparency
How long does it take to set everything up?
Most services are completed within a few weeks, depending on what’s required and how quickly documents are reviewed and approved.
Do I need to prepare anything before our first meeting?
Not usually — I’ll guide you on anything helpful to have, but the first conversation is simply about understanding your situation and priorities.
Can you work alongside my financial advisor?
Yes, I regularly work with advisers and accountants to ensure your planning is joined-up and aligned with your wider financial picture.
What areas do you cover?
I provide estate planning services across the North West of England, with in-person appointments available locally. I’m based in Crosby and also work with clients remotely where appropriate.
Is there any obligation after the initial consultation?
No — the initial consultation is free and without obligation, giving you space to decide what’s right for you.
How much do your services cost?
Costs depend on the service you need, but pricing is always explained clearly upfront so there are no surprises.
This Firm complies with the Institute of Professional Willwriters Code of Practice. The Chartered Trading Standards Institute has approved the Code of the Institute of Professional Willwriters. Steve Lavelle Wills and Trusts is a trading style of SL Wealth Services Limited. Company No 16809157. Registered Office 9a Abbotsford Road, Crosby, Merseyside L23 6UX. Registered in England & Wales.
© 2025 Steve Lavelle Wills and Trusts. All rights reserved
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