Portsmouth
BLS specialises in Estate Planning, we assist clients by using an educational approach so a client can be sure they are aware of the options available and the issues that may potentially impact them, prior to the client instructing us. Our work is on a fixed menu basis so a client has clarity at all times.
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What do you love most about your job?
Making people aware of what might or will happen to their estates and how to make sure their family receive as much of their estate as possible.
What inspired you to start your own business?
A serious situation in our own family which good estate planning prevented the family loosing their assets occurred, this motivated us to specialise in estate planning as access to planning beyond Wills is hard to find.
Why should our clients choose you?
Our client approach is firstly educational to make sure all clients are aware of all the potential issues and what can be done about them, once the client is in command of all the information we are then able to take their instructions. The bulk of our work is on a fixed fee menu so complete clarity is provided.
We are all IPW accredited and our trading standards institute kite mark can be validity checked on our website by clicking on it. First meetings are exploratory and without obligation or cost as part of our commitment to the educations process.
