Sutton Coldfield, City and Borough of Birmingham, West Midlands
I offer services for will writing, lasting power of attorney, prepaid funeral plans, referral to Independent Financial advisers and mortgage advisers. Also I offer a referral service for over 55’s for equity release through Age partnership
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What do you love most about your job?
Helping customers achieve peace of mind and find the right avenue to secure their estate. By working with my referral partners I offer a holistic view for my clients to get their estate and legacies sorted. I work at the pace my clients prefer and I am available for a face to face appointment or a telephone conversation to ascertain my customers needs. It is usually a 2 stage process from the introductory call to the final stage.
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