Wills

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.

Book our will writing services today

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.

We can help you set up a trust fund step-by-step.

Life insurance

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

Nathaniel James Financial Services is an introducer to a local FCA regulated company who are authorised and regulated by the financial conduct authority.

Email Us 07581 668881

01792 805 044

info@nathanieljamesfinancial.co.uk

Nathaniel James Financial Services Ltd

Heol Gleien
Lower Cwmtwrch
Swansea
SA9 2TW

Disclaimer & Privacy Policy

Nathaniel James Financial Services is a website solely used for marketing purposes and no advice is provided directly from the site. Nathaniel James introduces you to a potential partner that can help give you induvial advice and match you to the right solution for your personal circumstances. These partners are mortgage brokers, that are regulated and authorised by the Financial Conduct authority in the United Kingdom. We are paid a fee for the introduction. At no time do we state that the advice provided to you is ideal for your circumstances, once you obtain advice from our partner, we are not responsible for the advice.

Nathaniel James Financial Services website merely provides a means by which you can communicate with a mortgage broker. This means we do not have to be regulated or authorised by the Financial Conduct Authority in the United Kingdom.

Our partners can help people with good credit and poor credit history. Our carefully selected mortgage partners are independent and regulated and authorised by Financial Conduct Authority.

We will only ever pass your enquiry on to one broker. Not all of our partners charge fees. Those that do will make it clear what any fees are before you decide to proceed. The exact savings you could make from re-mortgaging will vary depending on your circumstances. Please discuss this with a partner we put you in contact with.

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOU HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP PAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT. THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR PROPERTY. THE TOTAL TO REPAY THESE DEBT MAY BE CONSIDERABLY MORE.