Capital Life Group
Our team of experienced advisors are here to take you step by step through all the different considerations you may have when planning for the future and ensuring all the different documents you need are in place. We aim to make the process simple and free of jargon, so you feel comfortable that everything is taken care of.
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What do you love most about your job?
Seeing new clients every day and ensuring that they are given the very best advice and service for all of their later life planning needs.
What inspired you to start your own business?
A passion to pass on my knowledge to people on a national level
Why should our clients choose you?
Having the security of knowing that you have chosen a national firm, but one that has local values and is available in all areas across the UK for telephone, Video Call or even to share a cuppa in the comfort of your own home
Can you provide your services online or remotely? If so, please add details.
We can where required. Many of our customers prefer to see us face to face, but for those who can't, we can speak by phone or video call any time.
What changes have you made to keep your customers safe from Covid-19?
All face-to-face planners are regularly tested in line with government recommendations. For those customers who are concerned about COVID, Capital Life offers a fully remote service too.
Wills, Trusts & Storage
Making a Will is an essential part of your Inheritance Planning. It allows you to specify who should inherit your home, money, and other possessions. Once in place it prevents your loved ones from experiencing unnecessary stress, delays, and costs in accessing their rightful inheritance.
Capital Life’s knowledgeable legal advisors can discuss your wishes and you don ́t even need to leave the comfort of your own home. They will carefully document, in clear English, how you want your Estate to be managed whilst making sure it complies with all the legal requirements.
LPA's
A Lasting Power of Attorney (LPA) ensures that someone you trust and know is in control of your affairs and wellbeing if you are no longer able to. These are important documents that everyone should have in place, but many do not.
Capital Life’s knowledgeable legal advisors can discuss LPAs with you, either on the phone, on a video call or from the comfort of your own home. They will help guide you through the relevant forms and make sure that should you ever need to use them, you are looked after by the people you have chosen for both your health and financial needs.
Probate
Probate is a complicated process of administering your Estate after you have died, ensuring your wishes as laid out in your Will are adhered to.
Capital Life offer a complete Probate service, ensuring that a Professional Executor carries out your wishes and that your intended beneficiaries receive property, assets, and liquid assets as you intended, in a timely manner.
