Probate Services

Every will needs to name an executor, and there may be reasons why you don't want family members or friends to carry out your wishes.

Or, it might be that you have been named as an executor in someone else's will and have just found out the scale of the job in hand. It's certainly a time consuming and laborious process, especially if the affairs of the deceased are complicated, or if family relationships are strained.

In both cases we are able to help. Although there is inevitably a cost involved in appointing a professional executor, it can be charged to the deceased's estate, and with the experience and efficiency we can bring to the task, it may actually end up saving the beneficiaries money. Get in touch to find out more.

Cheltenham Independent Financial Advisers

Sometimes, with estate planning, along with wills or Powers of Attorney, there may be an appropriate financial advice solution to your needs. In these cases, we can draw upon the wealth of experience of our parent company, Cheltenham IFA.

We are Cheltenham-based Independent Financial Advisers qualified to advise on all aspects of financial planning and wealth management.

  • Inheritance Tax Planning
  • Pensions and your 'At Retirement' Options
  • Long Term Care Planning
  • Savings & Investments

Whatever your situation, our clients find good advice pays for itself.

Cheltenham Mortgage Advisers

Our sister company, Cheltenham Mortgage Advisers, is an Independent Mortgage Broker who can research from the whole of the market to ensure you receive only the very best rates and terms.

We know that buying a property is one of the biggest investments many of us will make and the financing of that purchase needs to be exactly right for now and the future. We pride ourselves on a professional, reliable and knowledgeable service.

We have a team of administrators to help with updates and managing each individual case efficiently and professionally.

We also provide independent advice on protection, most commonly life assurance and income protection. Many people make enormous effort to shop around for a mortgage, but fail to take the same care when looking for the best value cover. Let us do this for you.

Your home may be repossessed if you do not keep up repayments on your mortgage.