Planning for the future can be overwhelming, especially if you’re time poor, but you don't have to do it alone. Our one-to-one Expert Guidance service offers personalised, one-on-one assistance who are dedicated to provide customised advice that aligns with your lifestyle and concerns.

Personalised Support for Your NOTA:BENE System

Tailored to Your Needs: We understand that every individual is different, and so too are the challenges that come with getting your affairs in order. We take the time to understand your specific situation.

Step-by-Step Support: The NOTA:BENE System is comprehensive, covering everything from your personal medical history to who services your car. We guide you through each section, ensuring that nothing is overlooked and that your worksheets are filled out accurately and in great detail.

Peace of Mind: We are here to make the process as smooth and stress-free as possible, so you can focus on what truly matters.

Confidential and Compassionate: We understand that discussing your personal affairs can be sensitive. We are DBS checked and have completed industry recognised certification for working with vulnerable consumers in later life. We also sign a legal confidentiality agreement with every client outlining our commitment to maintaining the highest standards of confidentiality and approaching each consultation with empathy and respect.

Who Can Benefit?

Time poor individuals seeking peace of mind and organisation when life gets busy and complex

Families helping elderly parents get their affairs in order

Recently retired or soon-to-retire individuals looking to organise their affairs

Anyone facing significant life changes such as divorce, widowhood, or a new marriage

Profoundly ill individuals who want to leave things clear and hassle free for loved ones

Busy/neurodivergent individuals who like some help and focus to complete such tasks

HOW IT WORKS

1. Initial Consultation: We start with a short getting-to-know-you consultation to understand your current situation and identify the areas where you need the most help.

2. Guided Sessions: We will work with you in a series of one-to-one in person sessions to guide you. We’ll help you organise your documents, clarify your wishes, and ensure that everything is properly recorded.

3. Ongoing Support: Life changes, and so do your plans. Our service includes ongoing support, allowing you to revisit and update your worksheets as needed, with expert help just a call or email away.

Enquire About Your One to One Expert Guidance Session Today

Don’t leave things to chance. With our Expert Guidance, you’ll have the personalised support you need to get your affairs in order or complete your NOTA:BENE System and ensure that your life admin is handled with care. Contact us today to schedule your fact-finding consultation and take the first step towards a well-organised, worry-free future.

  • “I was sceptical, but there's so much I hadn't realised I really need to tell my family about. I’m going to spread the word about this product, and Kate’s help, with all my friends now!”

    John F, Oxfordshire

  • “Just a word of thanks for coming over and making me take action on something that would still be outstanding if you hadn’t helped me focus. I guess a lot of your clients are grateful, and I’m certainly one of them.”

    Trey PR, Knightsbridge

  • “Oh joy! Everything gets so muddled in my head, but then you come along and make everything clear again. How can we thank you enough?”

    Mr & Mrs R, Cambridge

  • “My time is limited now – I can’t take all this where I’m going. Let’s get the important stuff sorted and ditch the rest!”

    Mr C, Northampton

  • "I think this is the most comprehensive system I've ever encountered and I think it will to appeal to a huge number of people - well done!

    Virginia - Oxfordshire