Wills & Trusts

We can provide you with a legally

binding Will that can protect your legacy

Wills & Trusts

Wills & Trusts

It is a scary fact that 54% of UK adults don’t have a will*. If you die without a will, your estate (your money, possessions and investments) will be divided according to intestacy rules.

We work closely with Lifetime Wills to bring you qualified advisers who will visit you in the comfort of your own home to discuss all of your requirements. We take pride on our professional yet personal approach to what is a delicate subject for many people.

When you write a Will it ensures that your wishes regarding what happens to your possessions after you’ve gone are clearly and accurately laid out. It can stop family arguments, financial hardship and, if you don’t have any immediate family, also ensures your assets go to the people or organisations of your choice.

*Royal London,  Accessed May 2019.

Will Writing is not part of the Intrinsic offering and is offered in our own right. Intrinsic Financial Services accept no responsibility for this aspect of our business.

Will Writing is not regulated by the Financial Conduct Authority.

Trusts are not regulated by the Financial Conduct Authority.

Contact us on 01480 222 280 or email: info@brightadvice.co.uk

to discuss how we can help you

Bright Advice
Yew Tree House
Church Street
St Neots
PE19 2BU

01480 22 22 80
or
0800 68 88 222

info@brightadvice.co.uk

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Bright Advice is a trading style of Lifetime Wealth Management Limited. Lifetime Wealth Management Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority do not regulate Buy to Let Mortgages, Wills or Trusts.

Lifetime Wealth Management Ltd registered address 12-14 Upper Marlborough Road, St. Albans, Hertfordshire, AL1 3UR.

Registered in England and Wales, Company Number: 4631136.