Company: Simply Wills Ltd Location: 38 Lavender Way Bourne Lincs PE10 9TT Postcode(s) Covered: PE1 to PE14 Who are we and what is our background ? Ian Cunningham Dip PFS Cert CII (MP & ER) MSWW Ian is a fully registered and authorised Independent Financial Advisor who works alongside Brooks Wealth in…
Company: Simply Wills Ltd
Location: 38 Lavender Way Bourne Lincs PE10 9TT
Postcode(s) Covered: PE1 to PE14
Who are we and what is our background ?
Ian Cunningham Dip PFS Cert CII (MP & ER) MSWW
Ian is a fully registered and authorised Independent Financial Advisor who works alongside Brooks Wealth in Peterborough to offer a full financial suite to meet every need. Ian first qualified as a Financial Advisor in 1986 and has continued to expand his knowledge to keep up with the changing needs of our Society and our Clients. This included becoming a professional Will Writer in 2010. He has a wealth of experience across many areas and can advise on long term tax efficiency and later life pension planning, including Equity Release advice for those needing a cash injection for retirement.
Sheran Jacobs-Cunningham IAM Aff SWW
Sheran began her financial career within the Banking and Insurance Sector in 1979, then swapped careers to School Administration in 1992. In 2023 she took the opportunity of qualifying as a Professional Will Writer and Simply Wills was born. With customer service and satisfaction at the heart of her ethos she is committed to helping clients by guiding them through the legal processes and supporting them to achieve their goals.
Services:
Simply Wills provides advice and administration for people who want to organise their financial affairs to make everything as easy as possible when an estate has to be dissolved.
We aim to offer a simple, straightforward, and easy to understand service to ensure your needs are clear and your wishes satisfied so that you can rest assured your family members are provided for in the future.
Peace of mind and an easy process is what we are striving to offer with our personal and professional services. We are members of The Society of Will Writers who promote to the public at large the real need and sense in having a valid Will. The Society also act as a self-regulatory body by vetting practitioners through stringent membership requirements, proficiency standards and ongoing training.
