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Will Writing

It is advisable to review your will regularly to ensure that it still meets your requirements as your circumstances change, otherwise problems or complications may arise.

A simple will can be drafted for a relatively small charge. This is money well spent now to secure your family’s financial well-being when you are not here to look after them.

 

We recommend Sophie Endersby, Head of the Private Client Team at BPE Solicitors who can help with drafting your will.

 

For more information and to contact Sophie, please call 01242 248222 or email sophie.endersby@bpe.co.uk and please mention that you found her through The Finance Roome.

The Financial Services Authority does not regulate Will Writing.

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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

 

A fee of up £500 (typically £195) is payable on completion. We will also be paid commission from the lender. The precise amount will depend on your circumstances and mortgage loan amount and will be discussed and agreed prior to submitting the mortgage application

 

The Finance Roome Limited is an Appointed Representative of Personal Touch Financial Services Limited, which is authorised and regulated by the Financial Services Authority.

 

Registered Office address is 92 Church Road, Cheltenham, GL53 0PD. Registered in England and Wales. Company No. 05901651

 

The Financial Services Authority does not regulate Legal Services, Accountancy Services, Will Services, Conveyancing Services and some forms of mortgages.

 

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

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Planning for the future

“Having an up to date will is so important but less than half of the people in the UK have one when they die. A will is a uniquely personal document which will ensure that those closest to you and causes that you support are provided for in the way you wish. It is easy to put off making a will but if you die without one, your assets may be distributed according to the law (the intestacy rules) rather than your wishes.