We are here to help & support you on all financial matters, from the very complex to the very simple.
Will Writing and advice on Lasting Powers of Attorney are not regulated by the Financial Conduct Authority
Every advisor has to undertake an intensive, week long technical training course.
Every advisor has to undergo "update" training as and when required, plus an annual knowledge review.
Every advisor must undertake a minimum of 35 hours each year of CPD (Continuous Professional Development).
Every Will is double checked by a trained professional for errors and technical content.
Every advisor will be expected to take (as a minimum) the STEP exam which is a level 6 qualification.
No legal talk! We use plain simple language and a friendly approach.
With us, it's always family first. Why would you want to protect other assets before protecting your family?
Competitive Prices. Our advisors know that good value results in referrals and this is reflected in the price.
Convenience. We come to you and discuss all of your estate planning needs without you needing to leave the comfort of your armchair.
Ask your advisor about Lifetime Will storage.- No hidden costs
- Regulated by the Financial Conduct Authority
- 5* Reviews from customers
- Friendly advisors
