Personal Touch Financial Solutions

Share on Facebook Share on Twitter Share on Delicious Share on Digg Share on Google Bookmarks Share on Reddit Share on Stumble Upon Share on Yahoo Bookmarks
 

 
 
IFA logo


Wills

Most people see making a will as something to leave until later in life, or they put it off assuming that it’s an expensive process to go through. These days, there’s no reason for writing a Will to be time consuming or costly. Wills and Trusts can save you money too – the more you plan now, the less inheritance tax will be payable on your death.

Financial Responsibilities

We have expertise in all aspects of this process, from the preparation of wills to advice on whatever provisions you wish to make in the management of your estates, finances and assets. You might also want to discuss trusts with us, to ensure financial responsibilities can be properly fulfilled, or to protect the inheritance of family members, during your lifetime and beyond.

Careful Planning

We’ll work with you to make the best of your assets, planning carefully and intelligently so as to benefit your family as much as possible after your death.

As this is not a regulated product we are not authorised through Personal Touch to provide advice in this area, however we can still assist you with your enquiry.

Please contact Tony Rossborough for advice on creating the right will for your circumstances.



Contact us

Book an appointment
02476 012507

Investments

Investments
Let us take the stress out of your investments

Pensions

Pensions
We'll help you understand pension benefits

Mortgages

Mortgages
We'll find a mortgage to suit your requirements
 
 

The Financial Services Authority does not regulate Will Writing

Personal Touch Financial Solutions is an appointed representative of
Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Services Authority.
Terms and conditions