Will Protect Estate Planning

The People who make the Will Protect Team

meet Us

Meet the Will Protect Team

The team at Will Protect is here to support you throughout the estate planning process. Not only that but we work to help you ensure that in times of need you have the right support and structures in place to safeguard you, your care, your family, and your assets. Our team is, above all, compassionate and caring, backed up with extensive experience and knowledge of estate planning to help you protect your legacy for future generations.

Gavin Perrett Will Protect

Gavin Perrett
Director & Founder

Gavin’s role at Will Protect: Gavin’s main role in the business is to coach and mentor financial advisers and mortgage brokers on how best to help their clients protect their assets through bespoke estate planning. Gavin also advises clients directly specialising in helping property investors ringfence their assets, protecting them from external threat,s and keeping them squarely within the family bloodline.
Gavin’s passion for helping his clients achieve financial success through property is only matched by his passion for building robust foundations upon which their portfolios can comfortably and confidently rest. He believes that if you work hard to build something to be proud of it’s worth spending some time, energy, and money to make sure that nothing and nobody can ever take it away.

Free Time: I like to keep fit by running and cycling. Music is a passion of mine attending live music when I can and enjoy writing music and lyrics in my spare time. Personal Development is perhaps my favourite activity with many weekends spent on courses further developing myself personally and professionally

David Liddle
Senior Estate Planning Consultant

David’s role at Will Protect: David supports Will Protect from an Operational perspective, managing relationships with suppliers, and ensuring that agent standards are maintained through quality control and compliance audits. David is also a qualified estate planning consultant adding value to his clients by offering a 360-degree holistic approach to their financial outlook. Understanding clients’ aspirations from both a legal and mortgage lending perspective is a rare and unique talent that places David head and shoulders above his peers.
David has always been driven by his desire to protect his clients and ensure that they receive the best possible experience by working with Will Protect. David’s fastidious attention to detail is a reflection of his passion to chaperone clients through all of the life milestones that they go through, good bad, or indifferent.

Free Time: Scout leader, running, cycling & swimming. Adrenaline-based challenges such as zip wiring & paragliding. You will occasionally find David dressed as a unicorn on a paddleboard…

David Half Length LScape - Colour

Ian Beaird
Senior Estate Planning Consultant

Roles & Responsibilities: Ian is responsible for assessing the clients needs and providing a solution that matches their requirements. Ian will support the client throughout the discovery process over several meetings held at either our offices in Chelmsford or in the comfort of the clients own home.

Free Time: Ian’s passion is  cooking and cuisine in general, and taking long walks with his dog Toby

Ian Beaird