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As a Legal Intermediary and a member of True Bearing Legal Services, Brian helps clients with all their legacy planning needs. He takes great pride in helping his clients consider all eventualities and explore all available options in order to create a legacy plan ideally suited to them and their individual wishes.
Previously working in client services for a public sector body, Brian’s experience allows him to present estate planning to clients in an approachable and focussed manner. He offers a trusted partnership to his clients and delivers this through his wealth of knowledge and support.
As a Legal Intermediary, Brian is qualified to advise on a range of legal matters including Legacy Planning, Wills, Trusts and Lasting Power of Attorney. He supports and assists his clients every step of the way, listening to their requirements. By ensuring that his clients are as fully informed as possible regarding the pitfalls surrounding Legacy Planning, every solution is bespoke to each client to meet their particular needs.
Brian lives in Heywood with his wife Gill, and children Katy and Andrew. His passions are walking and cycling.
What my Clients say
We needed to plan our legacy, but didn’t know where to start, having read about Will Trusts, Lifetime Trusts, Power of Attorney etc. Normally dealing with the legal profession can be somewhat daunting. However, Brian spent time understanding our family requirements, explaining all the different options in layman’s terms.
Without pressure he gave us adequate time to consider. We had many questions before deciding the best option. Each time Brian gave good advice, and mentioned things we had not thought about. No question was too much trouble, calls and e-mails were quickly answered. Brian was recommended to us, and we have no hesitation in recommending him to others; a touch of old school service; difficult to find these days.
Gordon & Christine Clough
Producing a Will is a serious and, somewhat, sombre experience in that it is a salient reminder that life is finite.
Brian Wallace guided my wife and I through the processes in a calm, patient and extremely informative manner. Time was not a constraint, each point was covered fully before moving on. Any question, however trivial, was dealt with fully and, on occasions, excellent visual aids were used to assist in understanding the point in question.
Brian, if asked, was happy to offer his advice; however, he was careful to cover all aspects of the issue raised, in an unbiased way. He was able to alay any fears and, indeed, highlight potential problems associated with any previously held preconceived idea. Notwithstanding, we never felt pressured and in the final analysis it was my wife and I who took any requisite decision.
The end product is a Will which we are both totally content with; it meets all of our requirements and we are confident that all of our needs have been fully covered and committed to print.
This very much reflects Brian”s professionalism and his attention to detail. We are most grateful for all of his efforts and commend him to you.
David & Carolyn Buchan
The clarity of information received from Brian was excellent. He gave us information about the options open to us when deciding what type of will would be best for our situation. He did not pressure us into purchasing any product he allowed us to make our own minds up and once this was done he was efficient making the necessary arrangements.
Brian has a very warm personable approach to people. He explained everything in detail and asked at each step of the way if we understood the information he was giving us. He was very knowledgeable of processes and made it very clear what and when was expected of us and our family.
Brian is also very patient as we found out when one of our witnesses messed up the paperwork on one of the wills.
Thank you very much Brian, for the very helpful information that you gave me to enable me to construct my Will covering all the different elements in the most suitable way. Thank you again.