Has COVID 'helped' Professional Advisers better serve their Clients? Are we making clients happier right now? IF YES, how can we measure their happiness in real terms? With 18 years’ experience advising clients I find myself genuinely reflecting on COVID's impact on my role of 'making things happen' for my treasured clients. So, what makes a 'great' Adviser great AND how does their input ultimately impact on their client's lives? For example: “I want to retire” or “I want to

I was delighted to see a family discussing the importance of Lasting Power of Attorney on ITV's new drama Flesh & Blood! Mum's choice of partner raises concerns with her children who want to protect her and her affairs, as they suspect the new partner of being a con man. Highlighting a family genuine concern for financial protection for mum. Cannot advocate Lasting Power of Attorney enough to provide real protection against life's many and daily threats including #fraud #ex

I love this! How a Will can change lives?!? 'The Purse’ tells the true story of 2 sons, who keep the memory of their late mother alive by following Wales in the Guinness Six Nations. Olive left her sons an inheritance on the sole condition that it was used to follow Wales in the Championship, as well as a purse which they use to hold their kitty on matchdays. Through her legacy, her sons have adopted her generous spirit to nurture a sense of friendship and community whereve

Great to be invited as a guest speaker by BBC to raise awareness about #estateplanning #BBC #raisingawareness #legal #campaign #wills #trusts #lastingpowerofattorney #legacy #planning #protection #adviceiskey #iform

Refunds are being offered to anyone who was charged more than necessary in deputyship fees between 1 April 2008 and 31 March 2015. The Ministry of Justice launched the refund scheme on 4 October 2019. Claims can be made by anyone who: -had a deputy previously -is acting on behalf of someone who had a deputy and has died The deputyship must have been active between 1 April 2008 and 31 March 2015. Not everyone who paid fees during this time will get a refund – only those client