Will Writing and Lasting Power Of Attorney Service for Independent Financial Advisors.
Why provide a will writing and/or Lasting Power of Attorney service for your clients?
A will is one of the most important documents your clients will ever sign as it enables them to :
Ensure they protect their families and loved ones
Ensure their Estate is distributed in accordance with their wishes
Appoint guardians for children under the age of 18
Obtain protection from previous relationships/marriages and civil partnerships
Protect their assets by putting them into trust
In addition, ensuring your clients have Lasting Power of Attorneys in place means that they are able to appoint somebody they trust to make decisions regarding their health and finances if they become unable to make these decisions for themselves.
Providing your clients with a will writing and Lasting Power of Attorney service as part of their overall financial planning ensures you are able to offer your clients total peace of mind and protection in relation to their both their financial and estate planning needs.
Why Work With Us?
We understand how important it is to you that your client receives the very best advice, guidance and service - that is, of course, why they choose to work with you. Our professional partnerships are integral to our core business and we will work hard to build a trusting relationship with you focussed on the needs of your client.
We work closely with many advisers who were looking for a professional, reliable and friendly company to work with their clients and we are very proud of the service we provide to professionals and their clients.
If you are interested in finding out how we can help you, please get in touch on 01635 292356.
Call us today on 01635 292356 to arrange a consultation meeting!