About Us
ABOUT US
Heritage Will Writing treats you as a client with the highest professional standards. When undertaking to write a will, prepare a Lasting Power of Attorney or give long-term care or inheritance tax advice, we will do so with the upmost care and diligence.
Emily Bell AFF.SWW, STEP Affiliate
Emily joined Heritage Will Writing in 2017 having come from the legal sector.
Her early role within the business focused on drafting client documentation, giving her a detailed understanding of the estate planning process and the potential issues that can arise when arrangements are not carefully structured. This experience provided her with a strong technical foundation and a clear appreciation of the importance of accurate, well-prepared documentation that properly reflects each client’s wishes and circumstances.
Today, Emily works directly with clients in a consulting capacity, supporting families through every stage of their estate planning, from the initial consultation through to implementation and, where required, estate administration. She is known for her calm and thoughtful approach, taking the time to understand each client’s individual circumstances and ensuring they feel supported throughout the process. Her aim is always to make what can often feel like a complex subject straightforward and reassuring.
Emily takes particular pride in helping clients put clear and effective plans in place, giving them confidence that their affairs are organised and that their loved ones will be looked after in the future.
During her time with Heritage Will Writing, Emily has achieved both the Certificate in Trusts and Estates (England and Wales) and the Advanced Certificate in Will Preparation with the Society of Trust and Estate Practitioners (STEP). She is also a member of the Society of Will Writers (SWW).
Adam Johnson BSc (Hons), MSc, MA, FSWW, FPFS, Certs CII (MP & ER) SOLLA, STEP Affiliate 
Adam studied at the University of Southampton and the University of York taking a BSc (Hons) in Politics and International Relations and an MSc in Political Philosophy. After a period of time spent as an Agent Organiser for one of the main political parties, Adam entered a career in financial services with Lloyds TSB.
In 2006, Adam established two separate companies: Heritage Will Writing, a legal services company, and New Forest Wealth Management, a practice with St James’s Place Wealth Management.
Adam is the Chartered Financial Planner of the Year for St James's Place and is a highly technical expert and has a unique breadth and depth of knowledge. He is a Society of Later Life Advisers specialising in long-term care advice and an expert in tax and trust. Adam is also a member of the Society of Will Writers (SWW) and Society of Trust and Estate Practitioners (STEP) and holds the STEP Advanced Certificate in Will Writing.
When not at work, Adam plays local league football and tennis. In addition, Adam spends his free time tinkering with his motorcycles and classic Mini.
Stephen Gedge
Steve brings more than two decades of experience in financial services to his role with Heritage Will Writing, having previously worked as a Financial Adviser helping individuals and families plan confidently for the future.
During his career, Steve built long-standing relationships with clients, many of whom he advised for over 20 years. His work often involved helping families consider inheritance tax planning and the importance of putting the right structures in place to protect the people and assets that matter most.
Today, Steve focuses on will writing and estate planning, helping clients ensure their wishes are clearly documented and their affairs are organised for the future. He understands that discussing these matters can sometimes feel daunting, and takes pride in making the process straightforward, reassuring and easy to understand.
"Throughout my career in financial services, I saw how important it is for families to have clear plans in place for the future. Too often people put off writing a will, not realising the difficulties it can create for loved ones later. Being able to help clients put those plans in place and give them peace of mind that everything is organised properly, is something I find incredibly rewarding."
Rebecca Norgate
Rebecca joined Heritage Will Writing in November 2021 having also previously worked in the legal sector for 12 years. Rebecca has an extensive background in administration and will be implementing those skills in the form of Will drafting, client support, marketing and events.
Rebecca wishes to broaden her knowledge within the Wills department, and we look forward to seeing her progress.
OUR AIMS
We are proud to say that we put our clients first, ensuring the client experience is professional, informative and friendly and clients feel that they have got a will that both reflects their wishes and objections and is written in a way they that is easy to understand. We will take you through the process step by step to ensure we fully understand your needs and that you fully understand the work we carry out for you.
CONFIDENTIALITY
All clients are treated with the upmost confidentiality. We will never divulge the contents of your will to anyone else without your prior approval. All of your personal data is kept secure on our encrypted hard drives. We will never sell your personal data to any marketing company. We will write to you to inform you of any changes that may affect you as a client and the plans you have made, but you are responsible to ensure that your will is up-to-date.
We will occasionally write to you to offer some of our other services unless you specifically ask us not to. You are, of course, also protected by the Data Protection Act by which terms we are bound.
TERMS OF BUSINESS
Before we start any work on your behalf, we will send you a copy of our terms of business so you can understand how we will look after you as a client and agree the service levels that you require.
COMPLAINTS - CODE OF CONDUCT
As a member of The Society of Will Writers (SWW) and the Society of Trust and Estate Practitioners (STEP), we are bound by both organisations’ code of conduct. If you have cause for any complaint about the service you have received from Heritage Will Writing, please contact us in the first instance. If we cannot satisfactorily resolve your complaint, you may escalate your complaint with either or both organisations.
To date, we are proud to say that since we established Heritage Will Writing, we have never had any client complaints.
PROFESSIONAL INDEMNITY
We hold professional indemnity insurance that covers our business for claims up to £5,000,000. This cover should provide some additional peace of mind so that when you entrust Heritage Will Writing to carry out a service on your behalf, we have protection in place should a problem ever occur.
Our Services Menu
Please Note
The information provided here is intended to address the types of questions that people are often concerned about.
To see an outline of what we do and how we deliver services for our clients, please visit the Our Services page. You will find information on the key aspects of creating your will including:
Personal Reviews, Will Writing, Estate Planning & Tax Management, Lasting Power of Attorney, Discretionary Trusts, Special Provisions & Assurance (disabled beneficiaries), Severance of Tenancy, Secure Document Storage.
If you have a specific question, want more detailed information or want your will professionally prepared, then please just get in touch.