COMPLIMENTARY FINANCIAL & ESTATE REVIEW

Your family, your wealth, your legacy.
One joined-up plan.

A focused, complimentary initial review with Simran Sahota to look across your family protection, property, existing Wills and trusts, and inheritance-tax considerations.

YOUR INITIAL REVIEW

What we’ll look at
in your conversation.

You don’t need every document ready or to know which service you need. We review your overall picture:

Your family and who you want to protect
Property and other significant assets
Existing Wills, trusts and LPAs
Mortgages and existing protection
Potential inheritance-tax considerations
Gaps or areas that may require further advice
Your priorities and sensible next steps

REVIEW FORMAT & COSTComplimentary

Initial review: Complimentary. An exploratory conversation to understand your situation and identify your priorities.

If further advice or legal implementation is appropriate, the provider, scope and any applicable fees will be clearly explained and agreed with you in writing before you proceed.

The initial review is an exploratory discovery meeting. Regulated financial advice or formal legal services follow separate engagement with the relevant provider.

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Your family, your wealth, your legacy.
One joined-up plan.

What’s on your mind?

Let’s make a plan.
For what matters to you.

Your family, your wealth, your legacy.One joined-up plan.

What’s on your mind?

Let’s make a plan.For what matters to you.

Your family, your wealth, your legacy.
One joined-up plan.

Let’s make a plan.
For what matters to you.