Making new investments and reviewing existing arrangements ensuring these meet your objectives whilst respecting your views towards risks.Care Cost Planning
Understanding the rules about care costs and how to generate income when the time comes to pay for care.Personal Insurances
Helping you to put in place important safety nets to safeguard your well being and that of your loved ones too.Inheritance Tax Planning
Identifying whether you have a liability and which planning options are best suited to you.Pensions
How to save towards the day when you decide retire. For those about to retire, what options do you have and who should you place your funds with to produce income in retirement.Wills, Lasting Powers of Attorney and Estate Administration
Through our sister Company, Martin Smith Probate, Attorney & Wills Ltd
, wWe are able to produce traditional wills, sewn with legal ribbon and sealed with wax, reflecting your wishes and instructions.
For clients wishing to create Lasting Power of Attorneys, we are able to complete all of the necessary paperwork.
In cases where probate is required, we offer a complete estate administration service to support you in whatever way you require.Click Here for our Fees