40 Sharphaw Avenue Skipton, Skipton, North Yorkshire, BD23 2QJ  (Show me directions) Show Map

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Estate Planning and Financial Advice go Hand in Hand.

Never consider one without considering the effect on the other, they could easily contradict each other, causing greater problems in many circumstances.
Having been a Financial Adviser for nearly 30 years, I bring this understanding to you with the qualified advice I provide for your Estate Planning to work hand in hand with your existing Financial Planning.
I am also fortunate to be able to bring Specialist Financial Advice where needed from truly independent Financial Advisers to my clients, including Solla (Society Of Later Life Advisers) qualified specialists. We work closely to ensure all of your planning works.
One example I often come across is where clients already have a life insurance policy in place, but have not realised the importance of setting such policies up in trust. Having your policies in trust ensures speedy payment of trust assets and avoids your trust assets getting tied up in red tape and probate delays. I have seen this happen where families have to wait months before they can do anything except pay for the funeral, the rest of the estate being tied up in legal process. This is often money they need to live on and pay for everyday things.
It's so easy to put this right and that's where i can help!
The effects of not having a Life Insurance policy in trust can cause huge problems for your executors who you leave to sort out your estate and your beneficiaries who depend on you.
If you would like to review your own situation and ensure your plans work for you and your family then contact me via my website to arrange a free consultation in the comfort of your own home.

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