A full range of estate planning and will writing services
Make time to get your will organised
According to yourmoney.com, over 60% of adults in the UK do not have a will in place. Having a will written ensures that your possessions and money will be distributed in accordance with your wishes once you have died.
Nathaniel James Financial Services in Swansea can help make sure your will is recorded accurately and formally witnessed.
Help with setting up trusts
Trust funds allow you to nominate trustees who will use your money to the advantage of one or multiple beneficiaries.
Life insurance
We can help you set up a trust fund step-by-step.
Make sure your funeral plan is in place
Having a pre-paid funeral plan in place means your final wishes will be respected. It can also help to ease the stress on your family if they don't have to worry about arrangements or costs.
At Nathaniel James Financial Services, we understand no one likes to talk about their own death, but we'll help make putting your pre-paid funeral plan together as simple and stress-free as possible.
Creating lasting powers of attorney
Powers of attorney allow you to nominate certain people who can act on your behalf to make decisions about your health and finances should you lose capacity.
We'll talk you through the options available in detail to help you make the best decision about your future.
For full estate planning services, call Nathaniel James Financial Services today.
Book an appointment with our Swansea team by calling
01639 410207 & 07581 668 881
