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I have been in the industry since the early 2000's , working for various banks, building societies and insurance companies, but recently decided to work for my clients rather than a financial institution. I offer truely independent financial advice and mortgage advice for private and corporate clients, with no bias, no obligation, and there is no charge for the initial meeting (I offer mortgages fee free). The initial meeting is used to discuss things like your goals, objectives and circumstances, after which, I source the best products available from the whole of market (whether it's the cheapest mortgage or highest returning investments). We then get back together for a second meeting where I will present my research to you. You decide what happens thereafter!

A UK accountancy firm providing financial and strategic business services to entrepreneurial start-ups and small to medium-sized companies.

Established in 2011, and based in Leigh on Sea & Southend in Essex, Berkeley Trusts and Wills offers a bespoke Will Writing, Lasting Power of Attorney (LPA), and Trust service tailored to the individual. Unlike many of our competitors we do not believe that best advice can be achieved over the internet, consequently we offer face to face appointments in the comfort of your home, and at a time that suits you. We service the South Essex community, predominately operating within the Southend, Leigh, Chelmsford, and Brentwood corridor. Making a Will is the only way to provide long-term protection for your family and assets. We pride ourselves in making the whole process as convenient and easy as possible, by arranging for a professional Will Writer to visit. Once we have explained all the options, and taken your instructions, we take care of all the hard work on your behalf, and prepare documents that are tailored to your specific requirements. Why have a Lasting Power of Attorney ? Today if an adult loses the ability to make their own decisions, all their financial arrangements including bank accounts and investments, even those held jointly are “frozen”. Financial Institutions will quote the Incapacity Act, and deny the spouse and family all access until they can produce Court of Protection authority to act and sign on the incapacitated person’s behalf. Until then no money! ♣ If you lose mental capacity through illness or an accident who will look after your financial & personal welfare? ♣ Once you have lost mental capacity it is too late to write an LPA, the courts will appoint somebody to run your affairs, this is costly and will take time. By taking action today you can offset all the stress and the expense of the Court of Protection. Remember like a Will you need to arrange your Lasting Power of Attorney in advance. Tel: 01702-470054 E-mail: info@berkeleytrustsandwills.co.uk Web: www.berkeleytrustsandwills.co.uk