Estate Planning Services
In addition to providing Independent Financial Advice, we also provide wider Estate Planning services to clients.
These services are just as important as financial advice when considering how your estate will be transferred to your beneficiaries. People often use solicitors to provide Estate Planning, but this can be expensive time consuming.
As your IFA, we will have built up a complete picture of your assets and a relationship with you over time, which means that we already have all the necessary information needed to advise you on most relevant Estate Planning services including:
- Wills
- Lasting Power of Attorneys
- Trusts
We can normally provide these services at a much lower rate than local solicitors. In addition we often also provide clients with:
- Executor, Attorney and Trustee Services
- Probate Service
Again, usually at much lower rates than local solicitors will charge.
Advice on Estate Planning
If you would like to know more about Estate Planning, please contact us for an initial discussion. You are under no obligation and all initial discussions and initial meetings are FREE of charge.
Or more information, or if you have any questions, please do not hesitate to contact us. The Financial Conduct Authority does not regulate any of these Estate Planning Services.
Awards and Accreditations
On first meeting Christina in person she set my mind at rest and sorted everything I needed.
Mr T
I will be recommending Adele to act for colleagues I work with, who will need the same advice as I have received in the future.
Mr M
We have always found Christina to be reliable and honest. We value her services because nothing is too much trouble and she is never too pushy.
Mr & Mrs P