Legacy Wills and ProbateCertificate of Excellence 2019
BOLTON, LANCASHIRE(6 Reviews)
We are a specialist Probate, Will Writing and Estate Planning company offering a nationwide service.
We also offer accounting services from Book Keepaing, Management Accouts to Taxation.
Our document production center is based in the North West of England where our senior partner and founder lives with his family. We provide a fixed fee for all our services and all fees are agreed with our clients in writing before we commence any work. We work very hard to provide you with a good service based on knowledge, integrity and value for money.
Nearly 5 years ago during our biggest expansion we need to increase our sales force without compromising on the integrate of the practice which all our staff take very seriously. At that time we began a program of recruiting retired police officers, which has proven to be very successful and now the backbone of our company ethos and compliance. So if you happen to appoint us you could very well be seen by a former police constable or even a chief inspector but rest assured integrity is at the cornerstone of all our decisions.
Legacy Wills and Probate Reviews
Legacy Wills and Probate
Legacy Wills and Probate Q&A
What do you love most about your job?
I get to meet so many different types of people and listen to their story and offer advice that really puts them in a better place. The company deals with very wealth families and those of more modest means but all have issues and worries that affect them. Sure the problems are different but all equally important to the client in question.
What inspired you to start your own business?
True story. I worked for for a very large accountancy firm, probably the largest in the world and looked after very wealthy clients. I was dealing with a high profile family client that had a specific set of issues which we resolved but it took a few weeks and cost the client a lot in fees. A couple of weeks later I was working from home for the day and our cleaning lady was in and over coffee she told me about some problems that her mother in law was having. It turned out that the problem was fundamentally the same as my work client from a few weeks ago all be it the numbers were different. Long story short was that I recognized that we all have similar problems and there was a really need for quality advice at affordable pricing. I formed Legacy about 3 months later.
Why should our clients choose you?
Our strap line for a while was "is it time for a quiet conversation" and that sums up I think who we are. People, me included, don't want to shout about their Will or the need for a Lasting Power of Attorney and don't get me started on Pre Paid Funeral plans but all of these services have a time and place to be discussed. What we offer is a quiet conversation usually in the comfort of your home where all the above and loads more is discussed. Yes everything has a price tag but everything is laid out for you in writing. after we have taken your instruction( probably by a former police officer) they are passed to our compliance team for validation, then into production and finally back to our consultant who deliver to you the client for signatures. We have never had a complaint and if we ever do we have a 100 % money back guarantee (when we get our documents back...we're not stupid).
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