"Personal face-to-face financial advice since 1986"
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The purpose is to preserve, protect and
pass on family wealth. Organising your
financial affairs to reduce the inheritance
tax payable on your estate. We can help
you ensure your Will reflects your wishes.

Estate Planning

Personal Financial Advice’s sister company WIP give advice on Wills, Inheritance and Probate protecting your assets in the long term with a will writing service both legally binding and cost effective, to ensure that your wishes are fully met.

If you do not have a will, your assets will be distributed by the authorities according to the Laws of Intestacy.

Do not leave your family assets and their future down to chance; make the right provision for your family and friends today.

WARNING: The Financial Conduct Authority does not regulate Estate Planning, Wills or Inheritance Tax Planning

“When my husband died I didn't know anything about our finances. PFA have helped me sort through our savings and investments so that I have a stable monthly income and I feel that I am in control."

Marion, Kidderminster

To arrange a no obligation appointment with our experienced adviser:

Call us now on 01299 878542

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction we are obliged to offer you the Financial Ombudsman Service to help settle this.
Please see the following link for further details: http://financial-ombudsman.org.uk

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