Wills and Trusts

A will is an important document that provides direction on how you wish for your estate and personal possessions to be divided up after you die.

Although, many people put off writing a will, it is important to consider the piece of mind that you will receive knowing that your loved ones are protected and everything is clearly set out according to your wishes to avoid any further unnecessary upset.

We shall ensure that every detail is taken care of by our expert will writer.

How? Financial Review (Stockport) Ltd work in Partnership with Stephen McNulty of Testament Legacy Planning. Stephen has spent many years working with individuals, couples and families to ensure that their estate and loved ones are protected.

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Words from our clients

“I would highly recommend Paul due to the excellent levels of service that I have received. Paul completed my own insurance but has also helped some of my clients with residential mortgages and insurance. All feedback has been outstanding with Paul’s approachable manner and superb knowledge often commented upon. I would not hesitate to recommend Paul in the future.”

“Having left a secure job to set up my own business, I was concerned that I had lost many of my previous employment benefits, including critical illness cover. I turned to Paul, who provided me with invaluable advice and a policy that ensured that I was fully protected at an affordable price. It was a really quick and easy process to go through and after a short telephone conversation, my policy was in place.”

“Paul was a huge help to us throughout the process of re-mortgaging our home with a new lender. Our previous fixed-rate term was close to expiring so we were keen to arrange a new mortgage as quickly as possible. Paul found us a better rate than we could find anywhere else on the market, without fees, and over five years! He was professional and helpful throughout the whole process, moving quickly so we didn’t incur any unnecessary costs with our previous lender. I would highly recommend him as a mortgage advisor.”

“I used Paul for a number of Financial products, and every time he has given me great advice that ensured I was getting the best deal. I use Paul for all my financial advice as I trust him 100%.”

“Paul did a great job of sorting me out with a good fixed rate mortgage deal. He had to work really hard to get the deal that I wanted but he did it. Highly recommended.”

“Paul did a great job of sorting me out with a good fixed rate mortgage deal. He had to work really hard to get the deal that I wanted but he did it. Highly recommended.”

Get in touch for a Free Consultation today!

Let’s talk through your needs and arrange a visit to see how we can help.