What We Do
We have 20 years experience in financial services and started I Need a Will to cater for growing client needs, then changed our services to supply financial advisors, mortgage brokers and solicitors, allowing them to free up time by not preparing the documents.
We operate individually with clients and through a network of financial advisers based all over the UK. Advisors have full control over your clients. You take the details from your client, we prepare and send you the completed Will allowing you to offer your clients a more comprehensive service. If you want us to carry the work out for you fully we also offer full flexibility solutions.
We have very specific objectives:
- To be courteous and efficient
- To operate on a no-quibble basis
- To deliver bespoke estate planning solutions at affordable prices
- To offer advice and guidance both initially and ongoing