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Xcelsior offers professional estate planning services tailored to your individual requirements. We understand everyone is different, so we provide a holistic approach, listening to your needs and customising our services to your requirements to protect your wealth for the next generation. In
11 customer reviews
Mrs Ann M Letherbarrow
Wills and Estate Planning
quick efficient and very informative
Alan Joyce
Darryl and Stacie was very professional, knowledgeable and helpful for are financial requirements and would recommend them.
Reviewed on Google Maps
robert muschamp
Very professional and extremely friendly service, offered us great advice and never felt pressured into any decisions, would definitely recommend,
Reviewed on Google Maps
Ron Muschamp
I recently had my estate and will sorted by Xcelsior Ltd, Darryl and Stacey give you the personal touch, I’m very happy with how they work, they now there job very well, other members of my family also use them and are extremely happy with there service, would thoroughly recommend.
Reviewed on Google Maps
eric
Always very helpful and explained all the LPA details for us and our family...if we have any future needs...we will contact you first. Thanks to all..Ann and Eric Melton
Reviewed on Google Maps
Nino
We needed a power of attorney urgently for my uncle. Darryl visited us in the hospital the next day and completed the paper work.
Isabel Holmes
I visited Xcelsior’s office and was able to reduce my IHT for my children with the correct planning and through a trust, but keeping my income on my rentals. Overall and professional educational service. Thank you More...
Derek Jones
Xcelsior were able to reduce our inheritance for our children. By gifting our rentals to our children but still keeping the rental/income for ourselves. A professional services!
Denise Maynard
We had to sell my mothers home to pay for care. Darryl explained how we could protect our own property, which we were happy to use their services.
Tom Wheeler
We are an unmarried couple with children, and Darryl informed us of the risks and potential inheritance tax. With the correct planning and Will with Trust, Darryl was able to reduce the risk for us and our children.
Darryl Johnson
A** service, the consultant was professional and highly knowledgeable on Will writing and estate planning.
Why should our clients choose you?
We care passionately about our clients, and even your smallest wishes are our priority. Our mission is to provide the highest quality service and peace of mind for you that your affairs are taken care of.
Can you provide your services online or remotely? If so, please add details.
We offer free online consultations (using technology such as Zoom, Skype, Whatsapp and Facetime) as well as telephone appointments. At the appointment, we will go through your wishes and talk about the options available to you.
What changes have you made to keep your customers safe from Covid-19?
To keep our customers safe from Covid-19 we can undertake our work online and remotely. If face to face meetings are required advisors are required to wear facemasks and keep a 2 metre distance from the customer.
Will Writing
A Will makes inheritance a far quicker process and means your loved ones won’t have to wait longer than necessary to receive money. Without a Will your estate will be distributed according to the Laws of Intestacy.
Family Protection Trust
Protect your assets in your lifetime & ensure your estate is securely & safely passed on.
Lasting Power of Attorney
There may come a time in your life when you are unable to manage your financial affairs or personal welfare, owing to some form of incapacity, and you will need someone to act on your behalf. A Lasting Power of Attorney will ensure your wishes are carried out by those you trust.
Funeral Plans
A Funeral Plan allows you to discuss, plan and pay for your funeral in advance without placing increased emotional and financial stresses upon your loved ones. With a Funeral Plan, you can be rest assured that your wishes and funeral arrangements are all taken care of in advance
