If you decide to use Wills & Trusts to implement your personal wealth management plan for you, we’ll invite you in for another meeting to meet the independent adviser in our in-house team who’ll be looking after you and managing your financial strategy.		Free Public Education Seminars The Discovery Meeting Wealth Management Program Ongoing Management

They will do all the things recommended in your personal plan – and we mean EVERYTHING. For example, they would set up trusts, switch your investments, open accounts, register with the inland revenue, make changes at the land registry, implement leases, set up pension arrangements, draft new wills, set up powers of attorney…the list goes on.

Having our own trust company means we can control the whole drafting process, the quality of documentation and the service, in a way that others can’t, to give you a much more effective service. In fact, our in-house trust writing and plan development is so good, that many of our competitors use the service too!

The relationship we have with you and the way we will work with you is up to you – we work in two ways.

One option, if you require it, is that we simply put the basic actions in place and then give you no further advice. If you have a very specific idea of what you would like us to do for you and are very involved in your own finances with a high degree of knowledge and competency, this will be more suitable for you.

The other option gives you our ongoing time and dedication to your financial plan with regular contact. Your plan will be monitored and amended throughout your lifetime dependent on when changes such as budget, tax, rates, rules and regulations occur. You can feel confident we will be there to help you every step of the way and will always keep your plan up-to-date with an ongoing and unflagging commitment.

We are happy to work with in either way and place the same importance on both. Please contact our friendly team to find out more.