Estate Planning
Trusts and Estate Planning in Newbridge

Trusts and Estate Planning based in Newbridge

If you need help with Wills and Estate planning our advisers at Personal Wealth Management work closely with suitably qualified Professionals to help meet your needs and protect your estate for the benefit of your loved ones.
 Call us today.

Experienced Estate planners

Estate planning plays a decisive role when preparing for the future. It must be done by anyone looking to pass on their wealth and assets to their loved ones. For your peace of mind, we have extensive experience and knowledge in this field and can take care of all your needs with ease. Our highly qualified team will not only offer you sound advice but will also suggest the right path to take.
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We can help you with Wills and trusts

Our advisers are able to assist with:

  • Wills and trusts
  • Charitable giving
  • Welfare power of attorney
  • Establishing a guardian for living dependent
  • Setting up funeral arrangements
  • Naming an executor of the estate to oversee the terms of the will
For help with financial protection, call us today.
We offer estate planning

Efficient Estate planning

Estate planning can be complicated and confusing. We will create a plan that is tailored to suit you and your family’s needs. Our team will assist you in making the difficult decisions that are connected with Planning and administering an estate. 
Authorised and regulated by the Financial conduct authority. FCA number - 784785.

If you have any queries, give us a call on 
01633 746 278

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