As independent financial advisers we are used to working closely with our clients to understand their personal and business goals. Over time, we gain a detailed knowledge and understanding of our client’s financial position. Helping clients to protect their estate is another logical step in that role. With this in mind, we have launched a new cost-effective and straightforward legal service for our clients.
We have a team of Barrister Intermediaries who provide comprehensive and efficient legacy planning advice. They ensure that you have a plan that gives you and your loved ones both protection and certainty.
How much will it cost?
The service is tailored to the individual’s needs meaning the price is also bespoke to individual circumstances. The promise we do make is to cut the costs of a typical legal instruction, while providing our clients with a personal, friendly service without the added complexities sometimes associated with other legal practitioners.
Our Barrister Intermediaries share our values and our commitment to customer service and are happy to discuss any of our services with you.
Our services include:
For your business:
The Financial Conduct Authority does not regulate will writing or legal services advice.
The Legal Services Guild has a Code of Conduct and Quality Standards which have been approved by the Bar Standards Board of England and Wales.
Our Barrister Intermediaries are registered and accredited to the Legal Services Guild.