Company: Heritage Estate Planning Location / Address: Kent/South East Postcode(s) Covered: Kent/South East Having taken voluntary redundancy from a corporate company I had worked with for over 25 years, I was fortunate to be given the opportunity to work alongside Heritage Estate Planning as an Award Winning Consultant based in the Southeast of England. My…
Company: Heritage Estate Planning
Location / Address: Kent/South East
Postcode(s) Covered: Kent/South East
Having taken voluntary redundancy from a corporate company I had worked with for over 25 years, I was fortunate to be given the opportunity to work alongside Heritage Estate Planning as an Award Winning Consultant based in the Southeast of England. My previous experience of customer service makes this position ideal for me as my aim is to always strive to provide a first-class service to my clients.
I do that by carrying out free initial discussions where we discuss key roles, current family situations and look further than the obvious when it comes to the distribution of the estate. Once the clients are happy to proceed, we arrange either a face to face or video conference meeting for me to take their full instructions. I take pride in ensuring I am there to fully explore potential issues and work with my clients to provide personalised plans. I also talk through the “here and now” and organise Lasting Power of Attorney for both Health & Wealth, ensuring complete peace of mind both now and in the future.
