Wills and Trusts - Our Guarantee

Wills & Trusts IFP Ltd DX4105, Aylesbury

Our Guarantee

At each and every stage of our relationship with you, we do all possible to take away your concerns, exceed your expectations and give you guaranteed reassurance and peace of mind in your decision to use Wills & Trusts. At every point, we want you to be 100% satisfied with the value and expertise you receive from our team.

When we meet…

The Discovery Meeting is designed to give you the opportunity to discuss your current situation, your future financial goals and your family’s needs. We are there to listen and provide input and advice to help you make the right decisions.

We can confidently guarantee that this meeting will represent a valuable use of your time. If, for whatever reason, you don’t think you’ve had value for money, you’ll receive every penny back, guaranteed.

Your Wealth Management Plan…

Years of knowledge, weeks of analysis, hours of reading and pages of research are condensed and utilised to give you the most thorough and carefully, expertly considered financial guide. Your wealth plan is an extraordinarily valuable document, which can be implemented by you, another advisor or the Wills & Trusts specialists depending on your choice.

We are so confident you will not find a more comprehensive wealth plan anywhere, if you don’t agree, return it and you owe nothing, we only want you to pay if you are 100% happy.

Truly independent advice…

Many agents and advisors claim independence, but many are not truly free of suppliers, banks or brokers and some could base decisions on high commission products. How many times have you seen in the media to be ware of those that get paid commissions? We are 100% independent and guarantee…

To pay you ALL commissions
To NEVER advise you on any product other than the one most beneficial for you
That we are not influenced by any other organisation and look at EVERY appropriate option and product available before making an unbiased recommendation.


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	Wills & Trusts IFP Ltd DX4105, Aylesbury Our Guarantee At each and every stage of our relationship with you, we do all possible to take away your concerns, exceed your expectations and give you guaranteed reassurance and peace of mind in your decision to use Wills & Trusts. At every point, we want you to be 100% satisfied with the value and expertise you receive from our team. When we meet… The Discovery Meeting is designed to give you the opportunity to discuss your current situation, your future financial goals and your family’s needs. We are there to listen and provide input and advice to help you make the right decisions. We can confidently guarantee that this meeting will represent a valuable use of your time. If, for whatever reason, you don’t think you’ve had value for money, you’ll receive every penny back, guaranteed. Your Wealth Management Plan… Years of knowledge, weeks of analysis, hours of reading and pages of research are condensed and utilised to give you the most thorough and carefully, expertly considered financial guide. Your wealth plan is an extraordinarily valuable document, which can be implemented by you, another advisor or the Wills & Trusts specialists depending on your choice. We are so confident you will not find a more comprehensive wealth plan anywhere, if you don’t agree, return it and you owe nothing, we only want you to pay if you are 100% happy. Truly independent advice… Many agents and advisors claim independence, but many are not truly free of suppliers, banks or brokers and some could base decisions on high commission products. How many times have you seen in the media to be ware of those that get paid commissions? We are 100% independent and guarantee… To pay you ALL commissions To NEVER advise you on any product other than the one most beneficial for you That we are not influenced by any other organisation and look at EVERY appropriate option and product available before making an unbiased recommendation.	"Good sound and balanced financial advice"
	© 2008 Wills & Trusts Independent Financial Planning Ltd
	Wills & Trusts Independent Financial Planning Ltd is regulated and authorised by the Financial Services Authority