THE TRAFALGAR DIFFERENCE

What Makes

Us Different?

It's all very well having a professionally drafted Will, Lasting Power of Attorney or Trust.

But does it fit with your financial affairs?

That's the question many people never ask.

At Trafalgar, we do.

Legally Sound. Financially Safe.

“That's the Trafalgar Difference.”

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WHY MOST ESTATE PLANNING FALLS SHORT

Outline of a person holding a magnifying glass over a scale of justice, symbolizing legal or law-related concepts.

TYPICAL SOLICITOR

Experts in legal matters, creating Wills and Trusts but with limited involvement in financial planning and tax strategy

Illustration of a person with a head shaped like a money bag, featuring a dollar sign, and large circles representing financial growth or investment.

TYPICAL FINANCIAL ADVISER

Experts in investments, pensions and wealth management but not typically qualified in Trusts or Estate Planning

A stylized dark blue feather with sharp, angular lines on a black background.

The result? Each professional sees only part of the picture. Opportunities are missed. Risks are overlooked. And a solution that works in one area may create problems in another.

TYPICAL ESTATE PLANNER

No knowledge or qualifications in financial services but able to give advice on Wills, LPAs and Trusts only

Infographic titled 'The Trafalgar Difference' outlining five key services for financial planning: 1) Financially sense-checked planning with careful recommendations, 2) Estate planning built around families with tailored solutions, 3) Personal service with home visits and ongoing support, 4) Proactive reviews and records with regular reviews every 2-3 years, and 5) Relationship-led advice emphasizing trust and honesty.
Comparison chart showing services offered by a typical solicitor, estate planner, and Trafalgar estate planning LTD, with symbols indicating the availability of various estate planning services.
A services overview flyer with the title 'More Than Just Documents' in large font and five sections detailing home visits, organized estate folder, executor and trustee guidance, ongoing reviews, and ongoing support, each with icons and descriptive text.

MEET GARY SCOTTORN

FOUNDER & DIRECTOR

With over 35 years of experience in both Financial Services and Estate Planning. Gary brings a rare combination of expertise that puts your interests - and your family’s future - first.

  • Qualified Financial Planner

  • Specialist in Estate Planning, Trusts & Inheritance Tax Planning

  • Over 35 year helping families plan with confidence

  • Former Merchant Navy Officer

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Families Across the UK Trust Us

WHAT OUR CLIENTS SAY

Customer review quote with five stars, reading 'Really genuine, very helpful and clear in everything he does.' by David Miller, on a beige background with gold quotation marks.
Quote from a woman named Christine Thomas saying she's very happy with her work and sorting out tasks; rated five stars with a beige star icon.
Customer review with five stars and the text: 'Known Gary for nearly 20 years and find Gary very helpful to us and our family.'

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Ready to Discover the

Trafalgar Difference?

Book your free Legacy Review and discover how joined-up estate planning can help protect your family, preserve your wealth and create lasting peace of mind.

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No Obligation Just Expert Guidance