JMP Anderson & Associates

JMP Anderson & Associates

JMP Anderson & Associates locationFairways Burnetts Lane Horton Heath Eastleigh, Hampshire SO50 7DJ

I am a Consultant working in association with Countrywide Tax & Trust Corporation who act under the Society of Trusts and Estate Planning (STEP) Code of Conduct.

That said, I provide Estate Planning Solutions which are tailor made to suit every set of personal circumstances and every pocket. Furthermore my robust planning ensures that FAMILY WEALTH is preserved for future generations.

As evidence of this to Bark enquirers I MAKE THE GUARANTEE THAT FOR £15.00 PER MONTH contribution to my monthly membership plan (DISCOUNTED TO £25.00 per MONTH for a COUPLE), that I can provide a robust plan which will ensure that "Family Money is protected for Family", which includes drafting of your WILL with TRUST/S, your LASTING POWER of ATTORNEY - Property & Affairs and Health & Welfare, and Safe Document Storage, all with a 2 Million Professional Indemnity Insurance.

My sole objective is to help you make plans TODAY for TOMORROW...I ask the question ...WHY RISK EVERYTHING YOU'VE WORKED FOR?

Most good chess players rely on having a strong strategy in place to increase their chances of beating their opponent and winning the tournament.
In life, the same rules apply and those who take the time to plan ahead succeed. ALL YOUR HARD EARNED ASSETS could be lost if you don’t make the time today to put some simple planning in place, utilising our services:

WILLS - Many people put off making a Will for a variety of reasons, but the harsh truth is that you can put off making a Will until it’s too late, causing all kinds of problems for the people you leave behind and end up giving some, or all of your inheritance, to the wrong people or even the State!

TRUSTS - Using Trusts are an important part of any Estate Planning Strategy and not only for the very wealthy if you want to protect your hard earned assets after you are gone, for future generations against attack from, REMARRIAGE, DIVORCE, BANKRUPTCY, LONG TERM CARE and INHERITANCE TAX.

LASTING POWERS OF ATTORNEY- Managing your own affairs can be difficult later in life, or you could become seriously ill or even have an accident. Who would look after your financial affairs then? Who would make decisions for you regarding your medical treatment, living arrangements or care? Creating Lasting Powers of Attorney in advance, ensures that if the worst were to happen both your financial affairs and personal welfare are in safe hands.

FUNERAL PLANS - Free your loved ones from the financial and emotional burdens of paying for and organising your Funeral after you are gone. Act now to ensure that your wishes are carried out exactly as you would want.

PROBATE - Many people choose relatives or close friends as their Executors but this can be a difficult and time consuming job, at a time when they may not feel up to the task. Appointing a professional Executor in your Will ensures that your estate is dealt with as quickly and efficiently as possible. Fixed
costs at the outset, along with a dedicated team of sympathetic and expert case handlers on hand ensures that the entire process is stress free

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What do you love most about your job?

I achieve satisfaction from knowing that my clients are in a much stronger position to ensure that their "family money will remain with the family" after I have implemented a Estate Plan for them!

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