Protecting your assets for many generations, not just one lifetime
1. Fact Finding - Understanding your personal circumstances
Your Consultant will provide Will Protection Services Ltd
with a statement of your assets and liabilities, which will be analysed
by their expert team and a recommendation made to fully protect
you and your family.
2. Presentation - Presenting the bespoke solutions
A further meeting will take place where your Consultant will guide
you through the recommendations and will explain how the
Fiducia Asset Solutions approach will protect you and your family
now and for many generations.
3. Implementation -- Completing and signing all relevant
To proceed with the recommendations, your Consultant will
arrange to take payment on behalf of Will Protection Services and will
then complete the necessary paperwork. Documents will be drafted for
you to check before originals are produced for signature, witnessing,
execution and storage.
4. Review -- Agreeing a plan for future reviews
As circumstances can change, we recommend that regular reviews are conducted to ensure that the planning you have put in
place is still relevant and appropriate.