Advice for Later Life
Advice for Later Life is a newly formed division of Private Wealth, offering a range of specific financial and legal services for retirement, estate planning, provision for times when assistance may be needed with care and managing personal affairs and eventually for funerals and the distribution of wealth after death.
By bringing all these services together we offer a co-ordinated and caring approach to making arrangements for these sensitive issues.
Where practicable we visit clients in their own home, encourage family or friends to be present if desired and explain, what can be complex issues, in easily understandable terms.
Our clients are usually introduced to us by accountants, solicitors and independent financial advisers as well as our existing clients.
Please do not hesitate to contact us if you require any more information about this or any other service or mortgage product we offer