About Us

We offer supportive, attentive, friendly and professional services that are highly valued by our clients

Marie Potter

Marie Potter Cert PFS is a Director of Stewardship Wills and Probate Ltd and has more than 20 years experience in the financial planning sector.

Since 2004, she has specialised in services for the very elderly and their families. This includes care fee planning, inheritance tax planning, Wills, Lasting Powers of Attorney and Estate Administration.

Marie has received the Lady Montague Business Woman of the Year Award and has served as a non-executive director of Portsmouth Primary Care Trust, in charge of community involvement and patient care. She still serves as Trustee to a number of charities and is married to Stephen, an Elim Church minister.

Marie enjoys travelling, reading, walking her dog and spending time with her nine grandchildren.

Antonia Brinded

Antonia Brinded has a degree in Economics, a Diploma in Financial Planning, and is an affiliated member of STEP (Society of Trust and Estate Practitioners). Antonia brings a wealth of knowledge to the Partnership; including Inheritance Tax Calculation and Planning, Trusts, Long Term Care Planning and Probate Administration.

A committed member of her local Anglican church, Antonia runs family services and children’s events.  She is married to Andrew and has two daughters. Antonia enjoys swimming, cycling and walking her dog with friends.

The IPW / Affiliations / Professional bodies

Institute of Professional Will Writers

We are members of the Institute of Professional  Willwriters (IPW) and abide by the Code of Conduct, which is ratified by the Trading Standards Institute.  Members have Professional Indemnity Insurance cover of a minimum of £2 million.

The IPW ensures that the services provided by its Members are delivered professionally, ethically and competently.

For more information, go to their website at www.ipw.org.uk

Remember a Charity

Whilst three quarters of us support a charity during our lifetime, only 7% of us leave a legacy to a charity in our Will, even a small one.  Remember a Charity encourages us to leave money to those charities that we have supported through our lifetime and perhaps those that have supported us.  For more information, go to their website at www.rememberacharity.org.uk

Get in touch with us today

Our team would be happy to speak to you about any of the services we can offer you. Please give us a call or email today and we can arrange an appointment with you.

Contact Us