Will writing

Get the guidance you need to create a will that takes care of everything you love, just the way you want it.

Looking after your loved ones, today and tomorrow

Building wealth is one thing, but protecting it for the future is another. Have you thought about what will happen to your wealth when you’re no longer here? Without a will, your wishes might not be carried out as you intended, and your family could face unnecessary complications.

That’s why we’ve partnered with Sanjay Shah, Chartered Financial Planner and Managing Director of Smart Advisory Solutions, to provide a seamless and comprehensive will and estate planning service. Together, we help families take control of their future, ensuring every detail is carefully considered – from writing a legally binding will to structuring your estate in the most tax-efficient way.

The process doesn’t have to be overwhelming. With our combined expertise, we’ll guide you step by step, keeping things simple and stress-free. Everything is tailored to your needs, so you can be sure your loved ones are looked after now and for generations to come.

Answering the big questions

With us, you’ll never be left in the dark. Here, we address some of our most commonly asked queries.

How can I ensure my wishes are clearly communicated?

A will should leave no room for doubt. We’ll work with you to cover every detail, so you can name beneficiaries and specify how your assets are divided.

We’ll make sure everything is set up just as you want, so your loved ones have certainty when it matters most.

What happens if I don’t have a will?

Without a will, your estate’s distribution is out of your hands. The state will decide how your wealth is split, which may not align with your intentions.

We’ll guide you through the process to ensure your assets are structured and protected, so everything goes where it should.

Do I need to review my will regularly?

Life is unpredictable – divorce, bereavement, and other major life events can derail your plans and affect how your assets will be divided.

We’ll help you review and update your will when necessary, ensuring it always reflects your current wishes and circumstances.

Your client journey

It only takes five simple steps to get you closer to your ultimate goal of financial peace of mind. Here’s our tried-and-tested process.

Introduce

Our first meeting together is all about making sure we’re both singing from the same hymn sheet.

You tell us your financial concerns, we’ll explain our bespoke approach, and if you like what you hear, we’ll be happy to help you move forward.

Explore

The next stage is to work out how to achieve your aims, by investigating your current position and finding solutions that fill the gaps.

Our friendly team will contact the necessary providers to get the background information needed, then pull together a detailed plan of how to get the results you seek.

Present

When your AGILITY plan is ready, you’ll get an in-depth explanation of our recommendations and why our experts believe they’re your best course of action.

You’ll get clear, jargon-free answers to any questions you may have, so that you’re completely confident your objectives are reflected before giving us the go-ahead.

Implement

With your permission, our specialists will put the recommendations from your personalised plan into action right away.

All paperwork will be taken care of for you, and you’ll be kept informed of progress at every stage until your new products or solutions are in place.

Review

Creating a financial plan isn’t a one-time task, but a continual process, and we’ll help you review and update it whenever needed.

Your AGILITY adviser is available whenever you need them, but you’ll usually meet at least once a year to ensure any necessary changes are made.

More services for you

Nearing
retirement

Now’s the time for your best-laid plans to take shape. With our help, you’ll make a prosperous start to life’s next chapter.

Take me there

Planning for
retirement

Whatever you want from later life, we’ll ensure your retirement plans give you the scope to achieve any goal, big or small.

Take me there

Investing in
your future

With our expert guidance, you’ll view tough situations like bereavement or divorce as a turning point from which to grow.

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Workplace
solutions

Make your life less stressful and your employees’ lives more comfortable with specialist support from our experienced advisers.

Take me there

What clients say

Countless people just like you have benefited from our services over the years. See their comments for yourself in our reviews and client survey results.

92.110%

believe working with us has helped or will help them achieve their financial goals

92.310%

would recommend us to family, friends, or work associates

89.740%

are very satisfied with the speed of response from our support team

Will writing

Looking after your loved ones, today and tomorrow