Wills & Probate Services
Why Wills & Probate Matter
Wills and probate are not just legal documents; they are the cornerstones of your legacy.
By carefully crafting a will and navigating the complexities of probate, you ensure that your wishes are honoured and your loved ones are provided for, even after you’re gone.
Why Choose Us
- Personalised Guidance: Our team provides tailored advice to suit your unique circumstances, ensuring your wishes accurately reflect your Will.
- Legal Expertise: With years of experience in Wills & Probate law, we offer comprehensive legal support to navigate complex processes.
- Efficient Processing: We streamline the paperwork and procedures, ensuring a smooth and timely execution of your Will.
- Transparent Communication: We believe in keeping you informed at every stage, providing clear explanations and updates throughout the process.
- Sensitive Approach: Our team handles each case with empathy and understanding, respecting your privacy and confidentiality.
- Post-Service Support: Even after your Will is finalised, we’re here to offer ongoing support and assistance, ensuring your peace of mind for the future.
Here’s what we can help with…
Investment Planning
It’s important to identify what you might want to achieve and how you can do this.
We can help you to identify your goals and create a plan for your finances to help you achieve them.
Mortgage Advice
Whether you’re buying your first home, a buy to let property, moving home or looking to re-mortgage, our mortgage services are designed to provide you with the best mortgage solution for your needs.
Retirement Planning
We can work with you to proactively plan for your retirement and help you decide on the options available once at retirement.
Lifetime Mortgage Advice
This is a way of releasing the wealth tied up in your property. With a Lifetime Mortgage product, you must be over a certain age (typically over 55) and own your own home. If you are eligible, we can advise on Lifetime Mortgage products.
Protection Planning
Protection planning can help to provide peace of mind in the event of your income changing due to unexpected events.
We can help you plan for the best way to protect you, your family or your business.
We’ve been around for 25 years!
We are a financial planning business, focused on helping you understand and plan for your financial future both personally and professionally.
We provide holistic financial advice for (individuals, businesses, trusts) on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance, critical illness cover) and mortgages (including buy to let and lifetime mortgages).
Get a Financial Health Check
Take control of your financial well-being with our comprehensive financial health check services.
Our skilled advisors at AD Financial analyse your income, expenses, savings, investments, debts, and insurance coverage to assess your overall financial health