Beaulieu Wills and Estate Planning
Mountnessing
(5)
Mountnessing
(5)
Ian Nicholson has been in Financial Services for over 30 years. His whole mantra when it comes to dealing with client’s is making sure that they fully understand what they’re doing every step of the way.
Ian will take time to fully understand exactly what it is you want to do with your Estate on your death, and make sure that the Will that’s drafted accurately reflects your wishes.
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5 customer reviews
Kevin
Wills and Estate Planning
Very good explained what I wanted then had it explained and detailed better
Jeanette Poland
Wills and Estate Planning
I was not looking forward to making my Will and kept putting it off but that was until I was introduced to Ian.
Extremely professional, efficient and helpful.
Knowledgeable,friendly and his calming manner and also his quickness in putting my Will together including my LPA has made the whole process stress free.
Ian has also helped in my obtaining Life Assurance.
I could not have asked for better and great affordable value for money.
I shall definitely highly recommend his services to my friends and family.
Jeanette
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Tracy Gale
Wills and Estate Planning
Ian was professional helpful and easy to speak and deal with. Detailed and a great explanation in what sometimes is a difficult thing to complete. Many thanks.
Sarah
Wills and Estate Planning
Ian from Beaulieu Wills and Estate Planning prepared wills for my husband and myself. From the moment I requested a quote through Bark, Ian provided excellent service. He was very efficient, informative and very personable. Making the whole experience very comfortable and stress free. I would highly recommend the services of Beaulieu Wills and Estate Planning and will continue to use them in the future. More...
carole bell
Wills and Estate Planning
Ian, was very kind, understanding and informative (in a non pushy way). He helped me make my Will to fit my wishes and his relaxed, calm approach was very reassuring, and appreciated.
I would recommend this Company without hesitation.
C Bell (Mrs)
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What do you love most about your job?
Being able to help people understand why they need to write a Will or a Lasting Power of Attorney, and draft the perfect document for them that satisfies their wishes fully
What inspired you to start your own business?
The ability to have the freedom to give clients the level of service I've always wanted for myself, to take the stress out of the process for them
Why should our clients choose you?
I won't rush you, I'll take time to fully understand what it is you want to do and achieve. Most importantly, once I've got all the information I need your Wills and Lasting Powers of Attorney will be ready for Signature and Witnessing within 48 hours.
Will Writing
Ian will guide you through what needs to be done, and explain the best way to set up a valid Will that ensures your Estate is passed to your Family and Friends in exactly the way you want
Lasting Power of Attorney (LPA)
Ian will explain clearly exactly what the two types of LPA are, and how they should be set up.
He will go through all the paperwork with you, ensuring that the LPA's can be registered and ready to use when they are needed most.
Property Trust
Ian will explain exactly how writing a Protective Property Trust in your Will can protect your Estate for you Children in the case of remarriage.
He will also show how it can stop all your home being used to fund long term care if the surviving Spouse/Partner has to go into long term care.
He will make sure that what seems a complex situation is explained clearly so you fully understand what's being set up, and the benefits to you and your family.
Funeral Plans
Ian can help you set up a Funeral Plan.
A Funeral Plan "locks in the cost" of your Funeral at todays prices. It means that whenever the day comes, your family won't have to pay any more to say goodbye.
You decide on the type of Funeral you want, with a local Independent Funeral Director.
The plans are totally flexible and can be paid up front, or over a longer period to help affordability.
They make sure that at the worst of times, your family can concentrate on looking after each other, rather than having to hunt around to find someone suitable.
