What if I need financial advice as part of my estate planning needs?

During your consultation it may become clear you have a desire for mortgage advice, protection advice such as life insurance, critical illness cover and so forth, pension advice or investment advice. We have carefully selected a handful of local professionals who we can put you in touch with, should you want us to. This is fully at your discretion and enhances the level service and advice that we can offer you.

 We provide a free assessment of your needs

This is usually provided as a telephone based discussion, but can be provided via a face to face appointment if you prefer. This free assessment allows you the opportunity to ask all the questions you want to ask about making a will and allows us the opportunity to identify what your needs are. This places you in the best position to make the right choices for your loved ones. Through this service we are able to offer you a realistic idea upfront of what you require and a realistic price upfront for how much it would be if you chose to follow through on the advice you’re given. Naturally if nothing other than a foundation will is needed then nothing further will be recommended. No matter what advice we offer, if a foundation will is all that you want, then that is your choice, but we’ve placed you in a fully informed position, whereby you can decide what level of protection you want to provide for your loved ones and your assets. Whether you then proceed and book a will appointment with us or not is completely up to you.

This is all part of our commitment to be honest, upfront and clear in all aspects of our advice and service, including our prices.