Have you made a Will?
If the answer is no – is it time you should? And if it is yes – then is it up to date?
Having an an up to date will is so important. A Will gives you control on what should happen to your estate when you die. Without one the rules of intestacy determine how your estate will be distributed. It affects so many aspects of your estate planning and assuming that money or assets will automatically go to your loved ones would be unwise. Reduce the risk of family fall outs; ensure that all that is precious to you goes to who you would want and avoid a larger inheritance tax bills.
Making sure all aspects of your Financial Plan are in place is what we want for you. As Will Writing is not a part of what The Openwork Partnership offer we are able to refer you to someone who we trust will take care of your wishes and guide you through the Will writing process.
Wills are not regulated by the Financial Conduct Authority.
Powers of Attorney
Who should be in charge of your affairs if you can’t?
Something you may not have thought of – or thought that is for when I am older. As an adult, a Power of Attorney is as important as a Will and the earlier you can set it up, the better. This legal document means you give another person to make financial or medical decisions on your behalf – when you are unable to.
Like Wills, we would be able to refer you to someone who can take you through the steps of creating a Power of Attorney document and explain carefully what considerations need to be taken in to account.
Power of Attorney are not regulated by the Financial Conduct Authority.
Mike’s knowledge of finance and wealth management is incredible – and what’s more, he’s the kindest, most caring guy you could ever meet.
Sophie P
From the outset, my wife and I felt very comfortable that our requirements were being understood and actioned. The information and detail were expertly explained and we both feel at ease with our financial affairs going forward. This is due to Michael and his team. Thank you!
Roger T
Mike explains very clearly what is going on and is happy to explain again if I don’t understand something.
Chris M
Get In Touch
We would love to get to know you and see how we can help.
Get In Touch
We would love to get to know you and see how we can help.
Parkway Consulting,
Pure Offices, Plato Close,
Tachbrook Park
Leamington Spa
CV34 6WE
