Burton-On-Trent
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What do you love most about your job?
Listening, understanding how we can help our clients achieve their goals.
What inspired you to start your own business?
To be able to form a business that actually listens to clients needs and provide competitively priced answers
Why should our clients choose you?
Usually our clients like our plain english, attention to detail and the ability to listen and not use stock solutions. One size does not fit all
Can you provide your services online or remotely? If so, please add details.
We provide consultations at home under safe distance practices or visits to our Covid cleaned offices. Also we offer remote consultations by way of Zoom calls.
What changes have you made to keep your customers safe from Covid-19?
Mainly we need to follow full protection as laid down under the latest Covid regulations in force at the time which we are constantly reviewing.
Wills
We offer a full range af wills from relatively simple wills to more complex wills for blended families and business situations
Lasting Powers of Attorney
We offer a full service to provide Certification, creation and registration of both Property and Financial Affairs and Health and Welfare Lasting Powers of Attorneys. Plus the provision of General and business powers of attorney
Trusts
We offer a full range of protective trusts both in lifetime and will based trusts.
Estate Administration
Our bespoke services are tailored to suit individual needs be it a simple hand hold to complex IHT estates.
Business Succession Planning
Our service provides business owners a confidential answer of how to sell or plan for the family continuation of their businesses.
Business Lasting Powers of Attorney
We can create bespoke powers of attorney to ensure the smooth continuation of business in the event of mental or health problems of Owners or Directors
Consultations
We offer home, office or remote confidential consultations. Our initial telephone consultations and advice is free.
Secure Document Storage
We offer a cost effective traditional document storage facility coupled to an ultra secure online vault storage service for those essential papers and passwords for your digital inheritance.