We understand making complex and very important decisions can be daunting.
That’s why we encourage all customers to receive their Client Review Report, which sets out what you need based on your individual circumstances. Our expert system will tailor your report…. it’s just like having your own adviser sitting in front of you – but without the cost.
Answer a few questions – we’ll explore your situation and what you’re looking for.
Your free personalised report – based on what you tell us, we’ll recommend an approach and explain how it will help you.
Choose your package – choose from Bronze, Silver and Gold to get the protection you want – with a choice of payment methods.
Confirm your details and instructions – provide details of your assets, executors and beneficiaries with specific instructions as to how you wish your estate to be distributed, or your affairs to be managed.
Help at every step of the way – Meet Willobee, your personal online guide, who will explain each part of the process. Or, if you prefer, call to speak to one of our experts.
