Brian Wallace

//Brian Wallace
Brian Wallace2018-10-02T16:03:40+00:00

Project Description

Barrister Intermediary
Member of the Legal Services Guild

As a Barrister Intermediary and a member of True Bearing Legal Services, Brian helps clients with all their legacy planning needs.

Most clients have two main objectives; to make sure that once they have passed on, the ones they care for the most, receive maximum benefit from the assets they have worked so hard to acquire, and that the burden placed on loved ones at this time is minimised.

However, everyone’s circumstances are different and for that reason, Brian takes great pride in helping his clients consider all eventualities and explore all available options in order to create a 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 is able to offer a trusted partnership to his clients and deliver this through a wealth of knowledge and support.

Brian is registered with the Legal Services Guild, an organisation which utilises the skills of the pre-eminent Barristers’ Chambers, with a national membership of solicitors, accountants and other professionals who are committed to the Guild’s Code of Conduct and exemplary levels of client care and protection.

He considers professional qualifications to be paramount in order to advise clients correctly. He has successfully completed the Legacy Planning examinations and is participating in a programme of accreditation and continual professional development registered with the Bar Standards Board of England & Wales.

Brian lives in Heywood with his wife, Gill and children Katy and Andrew. His passions are cycling and fundraising, which fits nicely with the True Bearing ethos, and he has recently raised over £900 for charity.

For Advice On:

For you:

  • Conveyancing
  • Powers of Attorney
  • Wills, Trusts and Legacy Planning

For your business:

  • Business Legacy Planning
  • Business Powers of Attorney
  • Cross Option Agreements
  • Shareholders Agreements

“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.”

Jean Tennant

Brian Wallace
Brian WallaceBarrister Intermediary
Office: 01257 260011
Mobile: 07981 027989
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