Assist
Ensuring your finances are properly managed
Planning for a secure future is an important focus for many of us during our lifetime, becoming even more so as we get older. Ensuring your affairs are well organised and that you will be able to meet all your financial obligations often requires the guidance of qualified advisers. Our ‘Assist’ service has been designed with precisely this in mind, offering you our specialist support with the guarantee that we will provide objective, genuine professional advice to help you in the management of your personal finances. We ensure that assets and incomes are properly administered, and that both regular and irregular financial commitments are met on time. As ‘Assist’ is a flexible service, we can tailor this to meet your requirements, whether you prefer a one-off consultation or an ongoing arrangement.
We are sensitive to the needs of our older clients and are happy to arrange for home visits where appropriate.
Our service covers:
- Enduring Power of Attorney - so you can leave the day to day running of your assets to us, worry free
- Dealing with third parties, such as solicitors, nursing homes, insurers
- Inheritance Tax planning
- Wills and bequests
- Cash flow planning for investments, pension income or nursing home fees
To find out how we can ‘Assist’ you, please contact us.
