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UK Wills & Estste Planning Ltd profile image
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UK Wills & Estste Planning Ltd

Cheshire

Why Choose us - UK Wills and Estate Planning are fully accredited by The Society of Will Writers and have over 15 years’ experience in the financial services sector. This means you can trust us to carry out your wishes even if you have very complex portfolio or just find inheritance tax a bit baffling. We think it’s our job to understand the vagaries of retirement planning, estate provision and wealth management. So we can explain it, simply, for you. We generally make home visits so you can get everything sorted from comfort of your own home. But you can also visit our offices in Manchester – we’re based on Chester Road in Old Trafford. Feel free to call us for an appointment on 07805 201 314.

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Hear from
a professional

What do you love most about your job?

I really enjoy being in the position that I can meet with new people that can become clients that I have the opportunity to build a lasting business relationship with.
Generally you meet with people that are unsure of how to deal with their affairs but are looking for the righty advice thats more importantly, easy to understand. This, I feel , I achieve and leave the client with a smile on their face.

What inspired you to start your own business?

I worked for LLoyds bank as financial adviser for 6 years and was eventually made redundant. Therefore I made the leap to start my own business as an independent financial adviser and work with a number of exsiting customer...... I made the decision to incorporate will writing and estate olanning into my business due the glaring obvious issue - I provided clients with expert advice surrounding how to build wealth and manage their financial circumstances whilst alive but offered no advice as to how to manage the fruits of their hard work when they are no longer around. Its my opinion that that the two work hand in hand!.

Why should our clients choose you?

For one thing, making a will is less expensive and time-consuming than you think. We pride ourselves on a speedy, personal service and don’t deal in jargon or legalese. So whether you’ve already decided what to do; or need a little help and advice; making a will with us will be straight-forward and hassle-free. We can also visit you at home, so the whole process – from initial meeting to draft, review and signature – won’t feel like a chore.

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