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Swansea
I am Financial advisor specialising in All aspects of Financial advice. Services covered:- Protection Pensions Savings Mortgages Investments Wills & Estate planning
Swansea
An experienced Estate Planner who will conduct Will appointments remotely by telephone, email and video calls, I specialise in Lasting Powers of Attorney, Asset Protection, protection against Care Fees and Funeral Plans. Many people are often given misleading and sadly, incorrect advice, regarding their estate planning needs. This can not only have a huge impact on you, but what you leave to loved ones.
Swansea
Maplebrook Wills South Wales provides legacy planning services based in Wales. We prepare legal documents, including wills and lasting powers of attorney (LPAs), and advise on related products like funeral plans and trusts. Our advisors are trained to the highest industry standards to provide you with the best possible advice. Thinking about dying is never easy, so we do our utmost to take the stress away.
Swansea
Precision Estate Planning provides high quality Will writing and estate planning services, to clients in South Wales. We offer our clients a combination of outstanding customer service with top quality advice in relation to all aspects of Wills, Inheritance Tax, Trusts as well as Lasting Power of Attorney. Incorrect estate planning can seriously reduce your wealth and affect how much you can leave for your loved ones, we help protect your wealth through a range of legacy services.
Swansea
We offer a full range of financial services and wills/estate planning. I specialise in Mortgages and Protection from our base in Port Talbot town centre, but we can discuss pensions and investments as well. Our sister office in Cardiff is based in Birchgrove.
Swansea
Three words set us apart, Value for money. We believe all legal documents should be affordable whilst maintaining the highest standards of quality. For too long have trusts and enhanced will writing been the domain of the wealthy. Our aim is to make sure that everyone who could benefit from our services are able too.
White Horse Wills is a fully regulated Private Client Paralegal Law Firm and was established to assist people get their affairs in order as a viable alternative to using a Solicitor. We believe in offering our clients a clear and transparent service, both in the work we provide and in our pricing. We always let clients know how much our services would cost prior to instructing us. We are pleased to provide the following Services: Will Drafting; Lifetime Interests and Right of Occupation Will Trusts; Discretionary Will Trusts; Lasting Powers of Attorney; Living Wills (Advance Decisions); Joint Tenancy Severance. As a member of Institute of Paralegals we have agreed to follow their Code of Practice in relation to the work we provide. Adrian Jones, the owner and founder of White Horse Wills has obtained a Practising Certificate from the Professional Paralegal Register meaning that he is regulated both in relation to his conduct and the services he provides. Being on the Professional Paralegal Register means that he provides high standards of consumer choice and protection to his clients. All of the work undertaken by us is fully insured up to a value of £2.5 Million Pounds. Additionally, we also back the Treating Customers Fairly Scheme in that we agree that due regard to the interest of our clients should be given and that we must treat them fairly.
The thing that I love most about my job is having the opportunity to help people prepare their Wills or Lasting Powers of Attorney. It gives me great satisfaction knowing that the people are able to get on with their lives safe in the knowledge that their Estate will pass in accordance with their wishes or that they have made arrangements in case they lose capacity or need assistance with their finances at a later date.
The thing that inspired me to start my own business was to offer my clients the opportunity to be able to prepare their Wills and Lasting Powers of Attorney at a time that is convenient to them.
All too often during my employment in solicitors practices I had to advise clients that appointments were only available during normal office hours from Monday to Friday. I felt that by starting my own business I could remove these time restricting obstacles for a lot of people.
My ethic is that people should not be restricted by time and this can be achieved by simply arranging appointments to fit in with their busy schedules.
Having a long-standing interest in the law and the knowledge as a former Technical Officer with Trading Standards that people don’t always get the Will they wanted led me to set up White Horse Wills. Basic Wills, Will Trusts, Lasting Powers of Attorney and Living Wills, known today as ‘advanced decision’ are all within my remit. My usual modus operandi embraces is direct meetings with clients - wherever they happen to live. I am happy to travel”. Additionally, I am also more than happy to provide my services via video link in these uncertain times.
I am able to offer my services remotely via Zoom, Microsoft Team and Skype. Additionally, I can offer the service over the telephone.
Wherever possible I carry out instructions remotely. With the recent change in legislation Wills can now be witnessed remotely which removes the need to visit my clients.
Unfortunately this is not the case with Lasting Powers of Attorney, where the witness and Certificate Provider must be present. When the need to sign the documentation arises all aspects of the Governments rules on social distancing are complied with, including the wearing of masks and use of hand sanitiser. The documents are signed outside where possible, with the witness and Certificate Provider 2 meters away from the donor.
4.93/5.00
based on 31 reviews
The average rating for Bark Will Writers in Swansea is 4.93, based on 31 reviews.
