Frequently Asked Questions
Here you will find the answers to some of the questions clients often ask us.
Q: What qualifications do you hold?
A: You will always be allocated a highly qualified Estate Planner as your single point of contact, who will be supported by an experienced technical team. Many of our planners are also dual qualified as Chartered or Certified Financial Planners and many hold additional specialist qualifications.
Q: How do your charges compare to other firms of Estate Planners?
A: When taken as a whole we would not expect to be the cheapest, nor the most expensive. We feel that our estate planning fees offer genuine value for money. We won’t commence work on a clients behalf unless we feel that we can add significant value.
Q: How much will I have to pay for your services?
A: We believe in being open and transparent about our fees. Following our initial discovery meeting we will write to you setting out the scope of work we have agreed to complete on your behalf, as well as the fee required for our services.
Q: How long does your advice process take?
A: We will take as long as is required to ensure that you receive the highest quality estate planning advice. As a general guide, we would expect to be able to present your initial estate planning advice and strategy report around 6-8 weeks after starting work on your case.
Q: Are you completely impartial?
A: Yes. We have no ties to any particular solution and will always take an open minded approach to each case.
