Gloucestershire, United KingdomElite Pro (1 Review)
Our advisors are fully fledged members of the Society of Will Writers who were established in 1994 who provide us with a code of practice in which we adhere to.
We can offer either telephone appointments or face to face meetings in the comfort of your own home when discussing your estate planning requirements. This is a no obligation meeting but we will give you all of the knowledge you will need to make the appropriate decisions around the setting up of your estate.
We advise on Wills, various trusts and Lasting Powers of Attorney meaning all of your estate plan requirements can be met in one go.
Speak to one of our advisors today to arrange a no obligation consultation to decide on the best route forward into protecting your future.
Estate Wise Reviews
Estate Wise Q&A
What do you love most about your job?
Giving advice that will benefit people and protect their families and estates in the long run, rather than aiming for a quick turnaround.
What inspired you to start your own business?
I wanted to be able to give the best advice to clients in my own personal and professional way.
Why should our clients choose you?
The advice that we offer to our clients is tailored to each individual's circumstance as we realise that this is not a 'one size fits all' approach. We will only recommend products that are suitable to your situation and there is no 'hard sale' or pressure to make decisions.
Estate Wise Services
Wills and Trusts
Whether you would like a basic Will, mirror Will or to include a trust, our advisors can give you the best quality advice. We advise on right of occupations, interest in possession trusts, discretionary trusts and flexible life interest trusts. To find out what package is most suitable to you, give one of our advisors a call today on 0333 207 0522.
Lasting Powers of Attorney
Do I need one? I'm not old enough to have one, am I? Yes and yes! Lasting Powers of Attorney are important documents no matter what your circumstance or age. They allow people that you will appoint to act on your behalf should you ever not be able to. They are like an insurance policy - it is much better to have them and never need them, rather than needing them and realising you don't have them.