Case Study Five

Mr and Mrs Swaine

We felt insecure and exposed with just having mirror Wills. All of the ‘What If’s’ in life were a worry with just having basic planning
We are now happy that our home is secure and protected for the future.
It took less than 30 minutes to get everything in place.

“We were told about the possibility of sorting out our financial future by putting our home and other relevant finances into this ‘Trust’. We were anxious about what to do and how to go about it and unsure about it being right for us….We scheduled a meeting with Graeme who made us feel reassured and confident that this was the way forward enabling us to feel confident in having a discussion with our family to let them know what we had put in place for the future.

To anybody thinking of discussing their options don’t hesitate it is a smooth process with no pressure at any time. Every detail was explained in a way you could understand. You are never talked down to or made to feel inferior asking questions! Life has suddenly become much clearer and you can plan for your future content that the Trust has your back!”

Mrs V Swaine

Case Study Five

Mr and Mrs Swaine

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