Based in Exeter
Manage your finances
The assistance you need with your personal finances
We all want to plan for the future, especially as we get older. But while organising your affairs and financial obligations can seem daunting, you don’t have to do it alone.
Our ‘Assist’ service is designed to offer specialist support and guidance in the management of your personal finances. The service guarantees that assets and incomes are properly administered, and that both regular and irregular financial commitments are met on time, giving you the confidence that your finances are in good hands.
Our service covers:
- Enduring power of attorney
- Third party liaison for solicitors, nursing homes, insurers etc.
- Inheritance tax planning
- Cash flow planning for investments, pension income or nursing home fees
To find out more about our Assist service, get in touch.