Matthew Whitton ( LEGACY WALES )

Company: Legacy Wales Location: Swansea Postcode(s) Covered: SA, CF I founded Legacy Wales following a successful 27-year career in Financial Services. I established during that time that there was a lack of high-quality professional estate planning services for people looking for an alternative to a Solicitor and I am extremely proud of the reputation we have so…

Company: Legacy Wales
Location: Swansea
Postcode(s) Covered: SA, CF

I founded Legacy Wales following a successful 27-year career in Financial Services. I established during that time that there was a lack of high-quality professional estate planning services for people looking for an alternative to a Solicitor and I am extremely proud of the reputation we have so far created.

As a Mortgage and Protection Adviser, I was very aware that a high proportion of adults do not have Wills in place and felt strongly that I wanted to help change this. My previous knowledge and experience help ensure my clients receive high quality advice and guidance with exceptional personal service.

Part of my role is to build and develop strong relationships with professional partners, such as Financial Advisers, Mortgage Brokers and Accountants. It is vitally important to me that I have experts I trust on hand to refer our clients to for all their financial needs. I am a full member of the Society of Will Writers.

I live in Swansea with my wife and two children and love gardening, all sports and socialising.

 

 

 

 

 

 

Amenities
  • Wills
  • Lasting Power of Attorney
  • Trusts

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

what3words: ///ever.embellish.hissing

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

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

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