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South lanarkshire
At McAllisters we are passionate about ensuring that your lifetime of hard work benefits your loved ones. Later life planning is not the first thing on everyone’s mind but getting it sorted now means you can carry on living your life to the fullest, safe in the knowledge that both you and your loved ones are protected. McAllisters is an independent family run business that specialises in all aspects of later life planning.
Margaret Jobnstone
My experience with McAllisters Later Life Planning was positive throughout.
Mr Drew McAllister was professional, friendly and informative at all times and also very patient and understanding as I am of a somewhat nervous disposition and get easily flustered.
I would not hesitate to use Later Life Planning again if required.
Willtrust Ltd deal almost exclusively within one area of legal services, that of succession planning. As such we are best placed to offer the advice that best suits your own individual circumstances. Willtrust’s Code of Practice through membership of the Institute of Scottish Professional Willwriters, our ethics and our philosophy ensure that our clients meet with the very best level of service and advice possible.
Glasgow
I have been involved in Financial Services since 1999. During that time I have had a variety of jobs within the industry that give me a firm grasp of the ins and outs of the market and what we are dealing with on a day to day basis. I believe that we are in a time where quality face to face advice in the wealth sector is at a a critical point, and also that being and extremely experienced and rounded adviser, I will continue to provide a high benchmark service that will be difficult to rival in the Scottish market place.
Chloe Megan
I don’t even know where to start. Mark was recommended to me by two of my friends from work, the best thing I’ve ever done is choose Mark to be my mortgage/financial advisor. Before I contacted Mark I had been speaking to another company and I just got this cold feel from them, I’m also a first time buyer so I had absolutely zero clue about anything to do with mortgages or buying a house and the big words just stressed me out more! Mark was amazing I couldn’t have done it without him, so professional yet so kind and understanding. He talked me through everything several times answered my phone calls and texts when I was stressing about a variety of things. I must have asked him a ridiculous amount of questions each day and he was so patient in explaining everything to me in a way I would understand, nothing was ever too much. He kept me right and sane and I don’t think I could ever thank him enough. I would recommend him 100 times over. Thanks so much again I really couldn’t have done it without you. I’ve heard about how stressful peoples house moves have been and although I was understandably stressed with everything being so new I think you made the full thing as stress free as it could be.
Reasons to use us: 1.All drafters are STEP qualified (society of estate professionals) the highest and most recognised qualification in the industry. 2.guaranteed service level as laid out in the society of will writers client charter. 4. If there is a way to do it – we’ll find it! Very often we come across situations with clients that they want to address. Where many will-writers and solicitors will simply tell you that it cannot be done – we go the extra mile and find a way to do it!
Scotland
REMOTE SERVICE AVAILABLE - FACE TO FACE MEETING NOT ESSENTIAL We are a solicitor backed independent Scottish company specialising in Wills, Trusts, Powers of Attorney, Funeral Planning and Care Fees Planning. Our senior solicitor is one of only a handful of solicitors accredited by the Law Society of Scotland as an expert in Adults with Incapacity Law. Our founder member, John Gray, has over twenty years experience and has been responsible for drafting Wills, Trusts and Powers of Attorney for over 4,000 clients.
With over 30 years’ experience, Serenity Life UK is an expert Estate Planning and Will experts which brings continuity and stability to our clients.
Will and estate planning advice and preparation. Powers of Attorney Care Home fee planning Protection of your residential home from care home fees
Peter Anderson
“We are extremely proud of our longstanding relationship with ILAWS and the principals involved in the organisation , some of whom we have dealt with for over 25 years. We know that ILAWS share the same values as Andersonbain with a total emphasis on client service and a priority on looking after clients long term interests. The continual feedback we get from clients dealt with by ILAWS Is that ILAWS personnel are informally friendly yet professional which are qualities we also universally endorse and adopt. In a sector where sound independent advice is hard to find it is comforting to know that we can contribute in assisting ILAWS clients with the legal aspects of the advice given when required. I do not hesitate in recommending ILAWS when it is appropriate for clients to receive specialist trust or related provisions advice and having encountered other Companies who operate in this area I know well that ILAWS are the exception in providing informed and intuitive advice and service. “ Peter D Anderson, Senior Partner.
To ensure that your estate is properly managed and to make sure that your wishes are known, it is vital that you make sure a will is in place, and that any existing will is properly up to date. To discuss making a will, to discuss potential amendments to an existing will or to find out whether you qualify for our free of charge will writing service, please contact us and we’ll ring you back.
Glasgow
Glasgow Wealth is an independent financial advice firm serving clients nationwide from our offices in George Square, Glasgow. We advise on all aspects of family financial planning and specialise in pension advice, and retirement planning. Our experienced staff are qualified to the industry's highest possible standards. You may rest assured that you are dealing with experts.
PaulaW-30
Outstanding is the perfect definition of this company. Sophie herself is always available and extremely helpful, professional and her costs are very fair. I have used Sophie and her services several times and even with a very difficult purchase she made the whole process easy. She even ensured that we still complete while she was on her annual leave. Outstanding may even under estimate her company. Brilliant!
Jodi Nath
Very helpful throughout the whole process of selling our flat. Kept us up to date with what was happening and chased up the other side when needed. Informed our Factor of the planned sale and made everything very smooth & easy. Especially helpful for us as we no longer live in Glasgow and travelling would have been very difficult.
North Lanarkshire
We are an established firm of independent financial and estate advisers based in Glasgow and Cumbernauld serving customers throughout the central belt, face to face, online, via the phone, with free home visits if preferred. Being independent means we are able to pick and choose the best financial products on your behalf, with no bias towards certain providers. This doesn’t just mean you benefit from access to the greatest possible range of products; it means our loyalty is always to you, not a financial service supplier We offer comprehensive financial planning, pension, investment, estate planning, wills, trusts, power of attorney and tax advice - at a very reasonable cost. We work with clients of all ages. Whether you're planning for retirement, trying to grow your wealth, or are keen to reduce your tax bill, we can help build a plan for you which is capable of changing when your life does
Castlebank Financial Planning was founded by experienced industry advisers with the goal of offering high quality independent Financial & Estate planning advice.
We pride ourselves on providing comprehensive and accurate solutions for all of our clients no matter how large or small their investment or estate; and how simple or complex their needs.
When working with us, you’ll see that we take the extra steps to understand what’s important to you and provide the professional care you deserve. After all, it’s your future… why settle for less? You also benefit from:
Expertise You Require - In One Place
We have the experience to advise you Financial Planning, Pensions, Estate Executory, Wills, Powers of Attorney, Family Trusts and Insurance Planning
Free Consultation
We provide an initial meeting at our expense to discuss your situation and find out whether you feel we would be a good match for you.
Competitive Fees
We don’t let higher charges eat away at your long-term returns. As such our fees are considered the lowest amongst our competitors allowing you to generate better returns over the lifetime of your investments.
