About Cotswold Wills and Estates

A personal, independent service built around your family.

Lee Portlock, founder and director of Cotswold Wills and Estates in Gloucestershire
Meet Lee

Hello, I'm Lee Portlock

I founded Cotswold Wills and Estates with one simple belief: that putting your affairs in order shouldn't be daunting, confusing or impersonal. It should feel like a friendly conversation with someone who genuinely listens and takes the time to get things right.

When you choose Cotswold Wills and Estates, you deal with me directly — every single time. There's no call centre, no rotating team and no being passed from person to person. From our first chat to the moment your documents are signed, you'll have one familiar, trusted point of contact who understands you and your family.

I'm proud to be completely independent, which means the guidance I give is built entirely around what's right for you — never around selling you something you don't need. I'll always explain things in plain English, with no jargon, so you understand every decision you make.

Based in the heart of the Cotswolds, I'm lucky enough to help families right across Gloucestershire. Whether you'd prefer me to visit you at home, meet at a convenient local venue, or chat over a video call, I'll happily fit around you — including evenings and weekends.

What I Stand For

The Values Behind Everything I Do

Personal

You'll always deal directly with me — a single, familiar face who takes the time to understand you and your family.

Independent

Completely impartial advice, built around what's genuinely right for you — never around selling you something you don't need.

Transparent

Fixed fees agreed upfront and plain-English guidance throughout, so there are never any hidden costs or surprises.

Getting your affairs in order is one of the kindest things you can do for the people you love. My job is simply to make it straightforward.
Lee Portlock, Founder
Please note: we do not offer financial advice, inheritance tax planning or probate services.

Ready to Put Your Affairs in Order?

No obligation. No jargon. Just a friendly conversation about what you need.

Contact Lee Today