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Ensuring the future

Warwickshire Independent Financial Services offers a range of Estate planning services:

- Will Writing
- Lasting Power of Attorney

Warwickshire Independent Financial Services is a member of The Society of Will Writers. This gives you peace of mind that your will is being written and stored correctly.


 

Single Will

£200.00

Included in this price:-

  • Initial meeting in our office with our will writing specialist.
     

  • A second meeting at our office to sign the will. Alternatively we will provide you with detailed instructions on how to sign your will from home.
     

  • Lifetime Will storage.

Mirrored Will

£300.00

Included in this price:-

  • Initial meeting in our office with our will writing specialist.
     

  • A second meeting at our office to sign the will. Alternatively we will provide you with detailed instructions on how to sign your will from home.
     

  • Lifetime Will storage.
     

  • Couple making wills on similar terms.

Trust Will

Price on Request

Included in this price:-

  • All of the services included in our standard Wills.
     

  • Advise about protecting your assets.
     

  • Advise on life interest trust, disabled persons trust or discretionary trust.
     

  • Lifetime Will storage.

Lasting Power of Attorney (LPA)

This is an important legal document which allows you to nominate who you would want to make decision for you should you lost the capacity to make decisions for yourself.
 

Property & Finance
Health & Welfare

£465.00
 

Property & Finance

£235.00

Health & Welfare

£235.00
 

Prices Include Registration Fee.
 

Time to Invest in some expert advice

Even the most financially astute people need some professional guidance. By getting to really know you, we can help you:
 

  • Ensure that your financial affairs are true to your wishes.

  • Give you peace of mind that your loved ones will be looked after in the way you desire.
     

To talk about your goals for the future, contact us today.

The value of investments and income from them may go down. You may not get back the original amount invested.

Warwickshire Independent Financial Services Limited is authorised and regulated by the Financial Conduct Authority.
Financial Conduct Authority Number: 467173.

 

Warwickshire Independent Financial Services Ltd is registered in England and Wales under registration number: 05933159. Registered and trading office address: 6 Doctors Lane, Henley In Arden, Warwickshire, B95 5AW.
 

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
 

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction, then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk

©2024 by Warwickshire Independent Financial Services Limited.
 

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