We have developed a comprehensive range of Estate Planning solutions for you to utilise in your client base on a revenue share basis including:
Wills
LPA’s – 1) Health and Welfare 2) Property & Financial
Split Property Trust
Other Trusts – Life Interest Trust, Discretionary Trust, Vulnerable Beneficiary Trust, Bypass Trust
Business owner considerations – BPR, Pensions
Funeral Plans
Will Storage
Professional Trustee services
Professional Executor services
Darren Fulford, Director
Through his many years of experience, Andy is able to quickly gather the information necessary to provide assured advice when it comes to protecting our clients and their loved ones. He offers a speedy, efficient and inexpensive option – we recommend him and his services to a large number of individuals every year. Andy is really friendly in his approach to collecting information. He understands that ‘Will Writing’ can be a sensitive matter for many. He has, and continues to, give us great advice.
Ernesto Andrade-Paris, Director
Andy has arranged my personal wills and POA and I have also introduced him to several of my clients. He has always displayed a professional attuite and has in depth knowledge of wills trusts and POA’s.
I would recommend any advisor to review his services which are very competitive in the market place
Gordon Craig, Director
We have recommended a number of clients to Estate Planning 4 Advisers and have been delighted with the professional manner in which Andy has explained matters to our clients and recommended action for them to consider. EP4A provide a holistic service and make all appropriate recommendations necessary to our clients, to protect them and their family both from a financial standing and also their health and wellbeing status. We will continue to offer this service to clients requiring assistance in these matters with the knowledge that they will be handled efficiently and with care by Andy and the team at EP4A.