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Prime Wills and Trusts profile image
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Prime Wills and Trusts

We are a local company who have served the needs of our clients for many years. We have staff with over 40 years experience in dealing with individual estates and Inheritance issues , and in this time we have built the foundations to completely understand local and national concerns and deliver solutions in a jargon free way.

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What do you love most about your job?

making the initial contact with potential clients, listening and understanding their issues and concerns and then providing them with affordable solutions. I always look to leave clients in a stronger clear position.

What inspired you to start your own business?

Having had many years experience in Financial Services I began to understand the importance of holistic financial planning and how an individual can make important plans that will dramatically improve the lives of the family members left behind. Wills and Trusts provide that bridge and a full stop to financial planning

Why should our clients choose you?

I have had many years experience in dealing with clients needs from both sides of the fence, from the foundation of financial services and now coupled together with Estate planning Prime can offer clear assistance and advice to create tangible solutions no matter what the individuals situation. Our office is in central Gateshead but we also hold client consultations in the comfort of your own home.

Can you provide your services online or remotely? If so, please add details.

We provide an office/home based service, however throughout the Covid Pandemic we have been able to utilise a fully coherent consultations over various platforms including Video and or telephone calls backed up the use of email

What changes have you made to keep your customers safe from Covid-19?

as above we have fully adopted a zero physical interaction service by using the platforms as detailed above

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