Wills & Trusts
We can provide you with a legally binding Will that can protect your legacy
Wills & Trusts
The main purpose of your Will is to ensure your possessions go to your loved ones after you have passed away. If you have no valid Will in place when you die, the law decides who gets what. Which can often cause family members a lot of distress in an already difficult time.
We work closely with a group company called Lifetime Solicitors, who have qualified advisers, able to visit you in the comfort of your own home to discuss all your Estate Planning requirements. We take pride in their professional yet personal approach to that which is a delicate subject for many people.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
Will Writing is not regulated by the Financial Conduct Authority.
Trusts are not regulated by the Financial Conduct Authority.
Find Your Local Bright Adviser
Much of our advice can be delivered remotely by phone or video but if you would prefer to be talking to an adviser who is based near you please see the areas we cover.
We have advisers based in Cambridgeshire, Bedfordshire, Suffolk, Hertfordshire, Buckinghamshire, Northamptonshire & Lincolnshire.
Fill out the form and your local adviser will be in touch shortly to discuss how we can help.
We're Planting Trees!
Climate change is harming our planet, but if we all make a small change, we can make a big impact.
As we recognise we all have a part to play in protecting our plant, we've decided to plant a tree for each mortgage that completes and every life insurance policy starts with Bright Advice.
Bright Advice is a trading style of Lifetime Wealth Management Limited, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
The Financial Conduct Authority
Lifetime Wealth Management Ltd registered address 12-14 Upper Marlborough Road, St. Albans, Hertfordshire, AL1 3UR.
Registered in England and Wales, Company Number: 04631136.