Sutton Coldfield’s longest established Independent Financial Advisers

We are the longest established financial advice firm in Sutton Coldfield and one of the oldest in Staffordshire and the Midlands

Contact us for your free, no-obligation initial consultation

Advising clients for over 25 years

“The integrity and reliability of the firm is what sets us above the rest. Our Philosophy is to look after people as if they were family”

Why make a will?

Making a will is a task that many people never get round to. Sadly, this can mean that, when they pass away, their assets are not distributed in the way that they would expect or wish. It can also result in large and unnecessary tax bills further down the line. For people with children, making a will is vital to ensure that you appoint guardians of your choosing to look after your children should the unexpected occur.

By making a will, you take control of how your assets will be distributed when you pass away. A professionally drafted will can also ensure that you understand the rules around estate planning and, where appropriate, allow you to use legal arrangements, such as trusts, to protect your assets into the future.

Please feel free to get in touch to arrange a no-obligation, free initial consultation to discuss your personal circumstances in more detail.

Contact us for a FREE Consultation