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    • Meet The Team
    • Why Choose Us
    • Our Fees
    • FAQs
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    • Mortgages
    • Care Fee Planning
    • Equity Release
    • Financial Protection
    • Retirement Planning
    • School Fee Planning
    • Savings & Investments
    • Tax Planning & Mitigation
    • Wills, Trusts & LPA's
  • Business Planning
    • Business Protection
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    • Shareholder & Partnership
    • Workplace Pensions
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Wills, Trusts & Lasting Power of Attorney

Wills & Trusts LPAs financial advice

Protect your assets and distribute your estate in a way that ensures everyone is provided for.


Future-proofing your family


No matter how much you put it off, there comes a time when you need to plan for what will happen when you pass away or possibly lose mental capacity. Everyone needs a will, of course, but trusts and a Lasting Power of Attorney will ensure that your family is protected and ready to take over if and when necessary. What you decide to do now will greatly impact your loved ones in the future..

 

Working with a specialist adviser


 We know it’s a difficult subject to approach, which is why we tackle the matter with empathy and care. We’ll be there to guide you and help you make the right decision for your family. Their future matters just as much to us.

You may think that your affairs are too complex, but our skilled adviser has experience in dealing with a variety of circumstances, so you know you’re in safe hands.

The Financial Conduct Authority does not regulate wills, trusts and last power of attorneys. 


Blue Ocean Independent Financial Planning Ltd is an appointed representative of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
 

Registered in England and Wales. 102 Hill Avenue, Wickford, England, SS11 8LT. Registered Number: 11816795
 

Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
 

Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.


Copyright © 2024 Blue Ocean Independent Financial Planning Ltd  - All Rights Reserved.



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