Our Associates

Our business partners:

We actively seek out the best help for our clients wherever they need it. Our clients usually contact us to help protect their money and finances after their death.

To make sure that their loved ones are looked after, they may need to make arrangements during their lifetime. For example, they may need to make the best of their finances, protect the value of their home, or raise an equity release mortgage.

We work closely with our professional partners to provide them access to this help when they need it.

If they are looking to retire and want to plan it, work out how much money they will need, find out if they can afford to help their children onto the property ladder, we know people who can do that for them.

Working with third parties

We can even help people to protect the money their family get from their life assurance.

If they have their own advisers, we can work with them too. We have a lot of connections in the local community and that gives us access to a wealth of knowledge and information for the benefit of our clients.

We have a special arrangement with a company composed of highly specialist  lawyers, trust and estate planning experts and inheritance tax experts who provide us and our clients with best advice and practice. They are highly regarded and feature in the 2018 Parliamentary Review  so that we can ensure that your arrangements  are as up to date as possible, flexible and right for you and your family.