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Sunderland
Here at SILVERGATE GROUP we offer many services - Estate Planning /Will Writing, Pension reviews & advice, Funeral plan investments, Life Insurance, Mortgage reviews, Lasting Power of Attorneys and much more, all under one roof. I pride myself on being an Estate Planning & Trust specialist as well as one of the top Funeral Plan agents in the UK. Knowing the ins and outs of the industry and being able to explain this to my clients in easy to understand layman terms is something that sets me apart.
Sunderland
In a connected and fast moving world, it can often be daunting when attempting to plan ahead and ensure that you are making the right choice for both you and your family. With a myriad of different options, products and companies out there it can be difficult to understand what solution will provide you with the best value , but also ensuring that whatever plans you take, they provide the reassurance and support that you need.
Tony Pucci
Sunderland
Life Protection Critical illness Protection Family Protection Income Protection Investment Advice Mortgage advice (all aspects) Pension/Retirement planning Wills and Trusts
Tyne & Wear
We believe that personal and dedicated individual treatment is required to fulfil a specific individual's needs. Therefore, in the first instance we ensure that a thorough fact find into a person's financial life is conducted on a free of charge basis in order to obtain a holistic insight before any options are taken. All these objectives are put in place to allow us to meet our own company goal of enabling you to protect your assets and your family's financial security throughout your lifetime and ensure your legacy is intact and passed on to the right people. Our long-term goal is to provide a personal yet professional service that will leave you worry free and allow for security to be put in place for life's unfortunate eventualities. We aim to build meaningful long term professional relationships with our customers and will continue to act in your best interests.
Building relationships with clients in order to ensure they receive the security they require and utilizing my wealth of experience and knowledge.
Every client is different, one thing I love about my job is fitting pieces of the puzzle together, obtaining a holistic insight into the full financial and personal circumstances to put together a tailored package for a family's financial security, Knowing that a clients legacy is intact and passed to the right people.
To offer a fully reliable, honest service, assisting clients to protect Incomes, Assets and Family Security in the event of life's unfortunate eventualities.
Our experience spans over 20 years including advising on pensions, investments, mortgages and stock broking, with this wealth of experience and knowledge our focus is now on family, asset and business protection and we adhere to a strict process in order to obtain a holistic insight to financial and personal circumstance before any options are taken, so that our clients can make a fully informed decision before any options are taken.
We provide remote, online and face to face services along with a secure online portal, in which original documents can be viewed and managed.
We offer appointments via video calling who are out of reach or would prefer a contactless service , have all the necessary PPE equipment and adhere to the government guidelines.
4.93/5.00
based on 109 reviews
The average rating for Bark Will Writers in Sunderland is 4.93, based on 109 reviews.
