Show us your assets

I got a leaflet the other day, stuffed in with all the junk mail, asking me if I thought my assets were safe and inviting me to a seminar. Ooh, the nerve.

If I wanted advice on protecting my assets, I would ask a local lawyer, wouldn’t I?

If I was going to reveal all, I would want to do it with someone I have heard of before, who has been in the town as long as I can remember and will be here for years to come.

If I was going to put something in place that might not be needed for another 10 or 20 years, would I not want to make sure that I, or my children, can walk through that same door and talk to the same people or at least the next generation in the same business, as did everything for me in the first place.

I don’t know anything about this firm of Legal Executives that are mailshotting our local area but I have seen the outcome of other planning done by Will Writing specialists and Trusts advisors who have a set formula that they stick to come what may. They have the solution, they just need you to fit the problem.

Please come and see us, or another local, established legal firm, if you want advice on your future planning. Powers of Attorney, Will planning and making Trusts all need to be tailored to you and your specific aims and needs. Put the mailshots in the bin.

You’re in safe hands

Trust our team of local experts to provide the best advice on a wide range of legal and financial issues whenever you’re facing a life change and need the best support.

0800 389 2939

Our team are available Monday to Friday 9am - 5pm

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Poole Townsend Estates Ltd. (Company number 10960705) is a company registered in England and Wales with its registered office at 69-75 Duke Street, Barrow in Furness LA14 1RP. A list of directors is available at the registered office address. Authorised and regulated by the Solicitors Regulation Authority number 8004592. VAT Registration number 288092466. Our Estate Agency is a member of The Property Ombudsman Scheme.

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Poole Townsend Financial Services Ltd (Company no:10964550) is a company registered in England and Wales with its registered office at 69-75 Duke Street, Barrow in Furness, LA14 1RP. A list of directors is available at the registered office address. We are independent financial advisers authorised and regulated by the Financial Conduct Authority. VAT registration number :154365563. Poole Townsend Financial Services Ltd is entered on the Financial Services Register. https://register.fca.org.uk under reference 807084..

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