James Caviel ( PORTCULLIS WEALTH RETENTION LTD )

Location: Chelmsford, Essex Email Address:  [email protected] Company: Portcullis Wealth Retention Ltd Postcode(s) Covered: AL, BR, CB, CM, CO, DA, EN, HA, HP, IP, ME, N, SE, SG, SS, TN, UB, WD A member of the Society of Will Writers (MSWW) by examination. Having been an Independent Financial Adviser for over 30 years I have extensive experience of…

Location: Chelmsford, Essex

Email Address:  [email protected]

Company: Portcullis Wealth Retention Ltd

Postcode(s) Covered: AL, BR, CB, CM, CO, DA, EN, HA, HP, IP, ME, N, SE, SG, SS, TN, UB, WD

A member of the Society of Will Writers (MSWW) by examination. Having been an Independent Financial Adviser for over 30 years I have extensive experience of providing tailored solutions to life’s financial / estate planning conundrums.

I have been writing Wills since the early 90’s and for the last 20 years I been dealing with more complex estates including advice on Family Controlled Trust Frameworks, Probate and Powers of Attorney.

My experience, technical knowledge, insight and value for money is most valuable to clients with an estate in excess of £1.0m

I work hard with my support team to provide a holistic service and you will find my team and I highly approachable and personable.

When not working: I enjoy the company of my 5 children, keeping fit, rugby, wild swimming and stand up paddleboarding.

About The Society of Will Writers

The Society of Will Writers is a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession.

Contact Us

The Society of Will Writers
Chancery House
Whisby Way
Lincoln
LN6 3LQ

Tel: 01522 687888
Fax: 01522 694666
E-mail: [email protected]

SWW, logo, white, crest, seal, will, pen, quill, ink, paper, book, scales, legal, blue, gold,

Copyright by The Society of Will Writers. All rights reserved.
Registered in England and Wales. Company Number: 02918900.

Login

Register

If you have not been registered for the SWW members Area, please contact us. Your personal data will only be used for the purposes described in our privacy policy.

Already have account?

Lost Password

Please enter your username or email address. You will receive a link to create a new password via email.