Company: Bailey Will (s) Limited Location / Address: Jarrow Business Centre Rolling Mill Road Jarrow Tyne and Wear NE32 3DT Area(s) Covered: UK I have been in the Financial Sevices for over 20 years, however, I was never able to professionally take instructions or offer a service for “Wills”, whilst conducting Financial reviews. Despite clients seeing this…
Company: Bailey Will (s) Limited
Location / Address: Jarrow Business Centre Rolling Mill Road Jarrow Tyne and Wear NE32 3DT
Area(s) Covered: UK
I have been in the Financial Sevices for over 20 years, however, I was never able
to professionally take instructions or offer a service for “Wills”, whilst conducting
Financial reviews. Despite clients seeing this as a very important area, it also
became very clear that people in general, do not have any succession planning or
are unaware of the consequences of not preparing not only for later life but when
they finally pass.
Diploma qualified within the Financial Services (DipPFS), It seemed to be a natural
progression to offer a “Will Writing Service” to clients.
In November 2022, through the college of Will Writing passed The Society of Will
Writers & Estate Planning Practitioners Exam.
