Smart Later Life
Birkenhead
(6)
Birkenhead
(6)
We offer a full estate planning service that includes, Wills, Will trusts, Lifetime trusts (discretionary and interest in possession), Lasting Powers of Attorney - Health/Welfare and Property/Financial. Probate services. Document storage. All of our prices quoted on our website include face to face meetings and an attestation services to make sure your Will is signed and executed correctly.
6 customer reviews
Chloe
Really thorough and listened to get a will that reflected my true wishes. Thank you
Kirwan family
Wills and Estate Planning
Excellent informative service. Richard was very professional. We have completed a full 'health check' of our affairs and now have peace of mind that everything in place/performing as it should. Highly recommend.
Reply from Smart Later Life
Many thanks for your review. It was lovely to have met you all and to be able to help such a lovely family. Richard
Alison
Wills and Estate Planning
Richard was great. Very professional, explained the wording of the wills I didn't understand and sorted details we hadn't even thought of. Even did a bit of research for us so we got everything sorted clearly. Great service. Thank you Richard. More...
Reply from Smart Later Life
Many thanks for the review Alison, it is very much appreciated. If you need anything further or have any other questions please do not hesitate to get in contact. Richard
Sally Alldis
Wills and Estate Planning
Richard was so helpful he explained everything as we went along. I got exactly what I was hoping for but had no idea how to go about things. The whole experience was first class. More...
Emily
Wills and Estate Planning
Thanks for all your help. Really knowledgeable and very approachable company to deal with. Felt at ease throughout process and had plenty of time to consider my options.
Reply from Smart Later Life
Many thanks for the review Emily. If you need any further help, even if you need a query answering please get in contact anytime.
MR SIMON CRAIG
Wills and Estate Planning
Really helpful advice and understanding of my needs and requirements. Provided plenty of time to fully discuss my issues and what I wanted to achieve.
What do you love most about your job?
Customers first approach me a little confused and somewhat stressed, as they know they have to do something in regards their situation but a little unclear as to what that may look like. I enjoy presenting a solution to the customer that immediately puts the customer at ease, knowing their future wishes are now taken care of, no matter what life throws at them.
What inspired you to start your own business?
I have been advising customers on their financial and estate planning needs for nearly 20 years. I have worked as a Financial Planning Manager for Santander for most of my career, and in 2019 decided to start my own company. I was inspired to start my own business as I wanted to help customers with all their financial planning needs as an Independent Financial Adviser, as well as look after their estate planning needs. I was restricted on the products and services that I could offer them whilst working for Santander. I am now truly independent, and feel really confident in recommending the most suitable product to my customers.
Why should our clients choose you?
I always place the customer at the heart of everything I do. I do not charge my customers a penny until they have seen their draft documents and they are 100% satisfied with their content (excluding lifetime trusts).
Can you provide your services online or remotely? If so, please add details.
I am based in The Wirral, North West England, and happy to offer a face-to-face service within a 50 mile radius. If you prefer, I can offer services remotely online or telephone. Whatever the customer prefers.
What changes have you made to keep your customers safe from Covid-19?
If the customer would like me to wear a mask during the appointment, I will have one to hand and I always carry hand gel. However, if a customer has any particular concerns about their safety, I am happy to accommodate as much as possible in order to keep them Covid safe.
Estate Planning
Wills, Will Trusts, Living Trusts, Lasting Power of Attorney, Document Storage
