Lee Schofield qualified Will writer and IFA

Why Choose Us To Write Your Will ?

In times of financial uncertainty, you need someone with a wealth of experience to cut through the nonsense and settle your affairs efficiently. Someone you can trust, who won’t leave any nasty loose ends. After all, you need to know your family’s future is secured.

 

Will Writer In Manchester

UK Wills and Estate Planning is run by qualified Independent Financial Adviser Lee Schofield. He has worked in the financial services sector for over 15 years (including training financial advisers for Lloyds Banking Group). Giving advice to clients from all walks of life, he has experience in wealth management, mortgage planning, inheritance tax, retirement planning, pensions, savings and investments. Of his work, he says, ‘I find the work personally satisfying because I like seeing people relax about their future. Dealing with your financial affairs can be stressful, but working as an IFA allows me to give clients direction and peace of mind; a sense that things are finally settled.’

Lee added will writing to his skills portfolio in 2013, training with The College of Will Writers. This accreditation gives Lee professional status as a will writing practitioner from The Society of Will Writers. This self-regulatory body seeks to vet will writers ‘through stringent membership requirements, proficiency standards and on-going training’.

 

How Do We Work?

Preparing your will is really simple. We’ll have a short meeting in the comfort of your own home. If you already know what you want to do, you can just instruct us. If not, we can give you independent advice on your will writing options. Then we’ll go off and draft your will, you’ll then review it and sign when you’re happy. The beauty of our approach is that we treat all our clients as individuals. We know that one-size-fits-all doesn’t make sense when you’re dealing with human beings – so whatever will service you need (arranging a Power of Attorney, appointing an Executor, document storage), we can make it happen.

 

What we do

  • Bespoke estate planning
  • Will writing service
  • Lasting Powers of attorney
  • Trust & Asset Protection
  • Probate Referral
  • Inheritance tax planning
  • Advance directive/Living Wills

Get in touch