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Confidence Wills

(49)

Lasting Powers of Attorney
Powers of Attorney
Decisions

“It was so easy for us. A representative from the company came to us in our home to discuss our requirements which was a bonus. The gentleman who came to us was very efficient and professional and our wills and powers of attorney were completed in a...”

FAQs

What is a Will?

A Will is a legal document in which you, the testator, detail your wishes regarding your assets, property and other such wishes. Your Will also details executors and trustees, whose duty it is to carry out your wishes.

What is a Lasting Power of Attorney?

A Lasting Power of Attorney is a document in which you (the donor) appoint attorneys (people you trust) to be able to make decisions for you in the event that you cannot make them yourself. There are two types of LPA:Property and Financial AffairsHealth and Welfare You could also make a Lasting Power of Attorney governing your business decision making.

Who are the Society of Will Writers?

The Society of Will Writers is a self-regulatory body set up in 1994 with the intention of providing a framework for voluntary self-regulation for estate planning professionals. They provide a code of practice which we adhere to and ensure we hold professional indemnity insurance in place. Should a client have a complaint about our service, this can be brought to their attention. To date, we have never had a complaint.

What is a Trust?

A Trust is a device which can be used to shelter and protect assets for a given purpose or beneficiary. There are different types of trust (both Will-based and lifetime) and different types will have different rules. We take care to explain the different types and can draft Will-based trust clauses into Wills where needed.

Is my Will valid?

For your Will to be valid, it needs to be signed and witnessed correctly. For this to happen it needs to be signed in accordance with S.9 of the Wills Act 1837.

More information can also be found on the FAQ page of our website.

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HLC Mortgages

(50)

Understanding
Call
Company

“Outstanding experience! Billy Knowles from HLC Mortgages has been incredibly helpful, responsive and supportive throughout the entire process of purchasing my home. He is a brilliant, knowledgeable professional with a friendly attitude and his dedi...”

Featured

£200k Mortgage: Monthly Repayments & Income Requirements 💰☑️ Purchasing a property is one of the most significant financial commitments many people will make in their lifetime. If you’re considering a £200,000 mortgage, understanding the monthly repayments and the income requirements is crucial. This article will guide you through the essentials, helping you make an informed decision about your mortgage options.

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Dom Whitehouse Financial Adviser

(50)

Solicitors
Email
Responsive

“Dom provided an excellent service for our mortgage. He fit us in very quickly and got our application sent off almost immediately when rates were rising quickly, saving us a lot of stress and money. He communicated very well throughout the rest of th...”

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Ashley Law Bromsgrove

Taxation, Mortgages, Savings & Investments

“We do not sell products arbitrarily, we sell service and by fully considering your whole situation before making recommendations, we believe we do this very well. We can also tailor our charges to suit you and your budget. Why not give us a try and s...”

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Holyoakes Group

(1)

“Absolutely fantastic service and advice from Matt for our mortgage and also Asad who helped organise our life insurance policy. Always professional and honest advice with quick replies. Would highly recommend! Thank you so much for all your help. Po...”

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Fintentional

Sourcing, Mentorship, Advice

“My LinkedIn page for daily tips, advice, opinions and insights.”

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Bespoke Risk Management

“We can provide you with the tools you need to put risk identification in place or improve existing strategies, protecting the long term sustainability of your business.”

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Portcullis Financial Planning

“No, the initial meeting is at our expense. Our process involves an initial discussion over the phone to ascertain your requirements and provide the opportunity to make your own assessment of our services, before committing to a meeting. If we arrange...”

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High House Wealth Management

“Simon has advised my wife and myself for some five years. He has been careful to assess our needs and to invest in what is appropriate for us. We have been very pleased with the results. His service is accessible, friendly and greatly helped by the a...”

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Lakeside Financial Services

(13)

Mortgages, Wealth Management, Financial Planning

“I can't thank Hayley enough for the help, advice and support she has given me and I always recommend her to family and friends. Very professional and thorough throughout, I like that Lakeside are a family run Business, I find them very approachable a...”

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Galileo Wealth

(4)

Pensions & Retirement, Saving & Investing: A Guide For Expats, Protection & Will Planning

“Chris has been managing my pension and finances for well over a decade and I am completely satisfied. He has an impressive knowledge of all things related to investment and applies it to make sure I make the investments that are the best for me. In a...”

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Acclaimed Mortgage Consultancy

(50)

Buildings and Contents Insurance, Life Insurance, Critical Illness Insurance

“Gavin and the team were fantastic. Light-years above the experiences we've had with "free" advisors in the past. They took an incredibly personal approach, had invaluable knowledge and could speak to the people that impacted our mortgage. In th...”

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JWC Financial Solutions

(50)

Wealth Management, Taxation, Financial Planning

“This was the second time I have used JWC for help with my mortgages and both times John and his team have been amazing! I really can't thank them enough for all their help and support. They took the time to listen, understand my needs and my situati...”

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Integrity Accountancy Services Limited

(48)

Tax Planning, Wealth Management, Payroll Services

“As a voluntary group running the community library in Studley we are extremely grateful to Shohaib for undertaking our accounts report and reviewing the accounts as prepared by the treasurer of the community library. We recommend Shohaib and Inte...”

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Wiser Mortgage Advice - Redditch

(50)

Stress
Life Insurance
First Time Buyers

“Dean was recommended by my wifes friend. I had previously seen other advisors who were offering practically closed doors for a mortgage in principle. Seen Dean apsolutley changed things totally. Within a space of an hour going shopping the phone was ...”

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Lucent Financial Planning

(50)

Well-Being
Goals
Company

“Steve and his team are so professional, know their "trade" inside out and added to this can give excellent honest, trusted advice presented in a user friendly way. The most important is the client always stays in control, that's why Steve and his tea...”

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Financial Advice Centre

(46)

Professional Connections, Investments, Planning For Retirement

“We were placed in touch with Louise at F.A.C.E via our Estate Agent. From the get go, Louise was professional, friendly, and wanted to get us our dream home. Due to our insistence on buying a very old property, a lot of road blocks were placed in our...”

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SRC Accountancy Services

(50)

Level of Service
Efficient
Financial

“I have used Simon and his team at SRC Accountancy Services Limited since I opened my own business in 2013. The service I have received is fantastic. I sleep easy knowing my tax/HMRC is being handled by real experts.”

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Henwood Court Financial Planning

(50)

Individual
Family
Decisions

“Since we were referred to Henwood Court in 2013, well before we retired, we have felt as though we have been looked after almost as family members. The diligent care, interest and attention which Jason put into assessing our needs from the outset wer...”

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Meriden Financial Planning Limited

(43)

First Time Buyer
Pensions
Call

“They were my mother's financial advisers until she died recently. They kept in touch to review etc on a regular basis and designed a portfolio to achieve what she wanted. Richard supported me in my role as executor, particularly in taking on much of...”

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MWS Financial Advisers Limited

(50)

Solicitors
Options
Communication

“Oliver Watts helped us with our house purchase over the summer, and he was a calm head and helpful set of eyes throughout. He was incredibly approachable and friendly, on top of his technical ability. So responsive to all of our queries, of which the...”

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Mortgages Plain and Simple

(50)

Application
Stress
Advice

“I have used Austin at Mortgages Plain and Simple a couple of times now; on both occasions I have received first class assistance & guidance throughout the process, every question I had was answered very quickly and Austin made absolutely sure that I ...”

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Wesleyan

(39)

“I am very grateful for the in-depth analysis of my financial situation and continuous support provided by my financial advisor Mr Vince Popnikolov over the last 3 years. In every communication with him all my questions are answered, empowering ...”

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Prosser Knowles Associates

(37)

Patient
Options
Pension

“This company has proved to be invaluable to me..they have handled all queries quickly and have left me grateful for their I valuable expertise in their field. Our adviser Callum has been friendly and patient in sorting out problems and giving good s...”

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Average Cost	£3572
Minimum cost	£1192
Maximum cost	£10120
Avg Per Hour Rates	£359

Best Financial Advisors in Bromsgrove

The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Bromsgrove area.

Confidence Wills

HLC Mortgages

Dom Whitehouse Financial Adviser

Ashley Law Bromsgrove

Holyoakes Group

Fintentional

Bespoke Risk Management

Portcullis Financial Planning

High House Wealth Management

Lakeside Financial Services

Galileo Wealth

Acclaimed Mortgage Consultancy

JWC Financial Solutions

Integrity Accountancy Services Limited

Wiser Mortgage Advice - Redditch

Lucent Financial Planning

Financial Advice Centre

SRC Accountancy Services

Henwood Court Financial Planning

Meriden Financial Planning Limited

MWS Financial Advisers Limited

Mortgages Plain and Simple

Wesleyan

Prosser Knowles Associates

Retirement Planning and Investment Management Services in Bromsgrove Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bromsgrove

Popular in Bromsgrove