Marketing Stockport member David Wherrit, MD of Investment4All, has been appointed to represent Total Estate Planning Ltd as there North West Senior Consultant.
This is predominantly a well-established Will Writing Service conducted in the comfort of your own home, but also with backing from solicitors to provide a full “Later Life Planning” service to include Powers of Attorney, Probate, Family Trusts and Pre-Paid Funeral Plans. There is no charge for this meeting.
The service is open to all, but would be particularly of interest to the over 50 age group.
The fact that over 60% of the UK population do not have a Will or later life planning in place, would mean there is a greater urgency for this age group.
A number of IFAs [Independent Financial Advisers] have found this to be a useful additional service proposition to what they already offer, particularly to the less active clients who may not feel or want a regular review about investments or pensions etc. but would like to discuss the more sensitive issues around protecting your assets and protecting your family.
Further details can be found on the website