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Ascot
We feel that too many companies offer a ‘one size fits all’ service. We wanted to offer a bespoke service that actually meets each clients needs. Do you fully understand the implications on death of the following: • Inheritance tax • What invalidates a Will • Why gifts in a Will can fail • Contests to your Will • Providing money for guardians • How to mitigate against the threat of care home fees
Ascot
Geoffrey Jackson
Having takent VR and retirment I investigated and interviewed several IFAs ,after receiving detailed retirement and income modelling from those companies that botherd to submit planning advice,I decided to go with AWM and their wealth planner Catriona McCarron . We have had 3 meetings where Catriona went over her report and investment suggestions in clear and plain English. I am moderately investment savvy and could understand the rationale behind all her advice. As the suggested portfolio has only just been instituted I can't attest to how good the advice will be have been seen in 12 months. But I can recommend that AWM and Catriona be on your list of Financial advisors to go to for advice .What could have been a very daunting task has been handled professionaly and clearly.
5.00/5.00
based on 13 reviews
The average rating for Bark Will Writers in Ascot is 5.00, based on 13 reviews.
