At J R Graham Financial our purpose is to help people build wealth, and then to keep their wealth, to enable them to pass it on to their loved ones after they have gone. We do this by working with our clients by helping them to protect their assets. Yes we do write Wills, but we do so much more.
We look to protect our Clients from the following:
Just some of the areas we can advise on. We offer a basic Will writing service from just £75. Mirror Wills from £140. All professionally constructed by us. We can meet with you in the comfort of your own home at a time to suit you. We always offer advice as appropriate and this is included in our services. Any meeting is purely at our expense and no charge would be made before any work is first agreed by both parties.
To put it simply, we are here to protect our clients first and foremost in helping them maintain their lifestyle, their savings and investments along with their income. Helping keeping one's wealth whilst alive and also being able to pass their estate on to loved ones in the future. That is our defined goal and we achieve this by working with our clients and not by just trying to sell something to them.
We are not just offering a Will writing service that so many people believe will fully protect them but a total estate protection service which brings together a total package. We have never come across a standard Will that can't be bettered. Most existing Wills that we come across are very basic and can actually make matters worse in the future. This can be because they were put together from "instructions taken" and not by anyone giving detailed advice. You can rest assured that we are professionals and give detailed advice. We are not salespeople but qualified professionals.
We listen to YOU and explain YOUR options in plain English to provide you with a personal, tailored approach for YOUR own individual situation. We are more than happy to come to you and offer our services in the comfort of your own home or at work. This initial meeting is at no cost to you. We can even arrange to see you outside of office hours.
Our aim is to offer a superior level of service, making the total process understandable and also very affordable for all.
We are friendly, approachable and committed, making the whole process of Estate Planning totally understandable and affordable. We work within our local area and build trust with our clients. Our personal service tailored to our clients has won us many compliments. We track any work undertaken and don't just leave you to fill out forms on your own. We are here to help and meet personally to help through the whole process which can be quite a minefield from start to finish. This will make sure your are then in a position of strength and where you want to be.
Our employee's have been driven from past experience within the financial services industry, where they advised on peoples Pensions, Investments, Mortgages and Protection leading through to in depth Estate Planning....... protecting peoples estates against various attacks.
People are often amazed when they are told what can actually be lost without carefully planning whilst still alive and after they are gone. We will advise on plugging the holes as necessary to keep your hard earned cash including the family home. People often associate what we offer as just for older people only. It really is not and people need our services as soon as they start to build savings, or buy a family home (even with a mortgage). The pitfalls of burying ones head in the sand can be immense. We often get people referred to us in later life by their own children once they see what can be lost........ their inheritance. This is a massive issue now with people losing family homes to pay for care costs. Don't let this happen to you. Don't lose your expected inheritance by just hoping everything will be OK.
Our Will charges: We have a simple pricing structure and provide you with a fixed, no obligation quotation before any detailed work is carried out. This would only be after an initial free consultation and all in agreement with both parties before moving on to do any detailed work. We do not hide any costs or charge a percentage of one's estate as some companies can do. We feel this is very unfair as it can place a heavy burden on the cost of some larger estates here in the South of England.
As specialists, we aim to provide a service at least as good as your local solicitor, but at a much more competitive price. We are not solicitors, but we are specialists in our field. A solicitor may well be a General Practitioner, rather than an Estate Practitioner. We really are specialists.
John Graham who is the main director oversees the business and its development, and as such, wants to maintain the very high standards set. You are assured he is working for his clients and they are the priority. As he always says, "Without clients, we have no business".
When providing advice on Wills & LPA's we are appointed representatives of New Leaf (WWF) Ltd. This means that we are committed to the highest levels of service and adhere to their strict code of conduct - your guarantee of a quality and a professional service. All of our work is double-checked, and we also carry a substantial level of Professional Indemnity Insurance for your added peace of mind.
If you would like to arrange a no obligation consultation at no initial cost to you, please get in touch and speak to John Graham. We would love to offer you a free initial meeting.
If money is paid now for something that then saves a substantial amount in the future, this money is not a cost. It is an investment. The amount saved in the future by acting now can be huge. We look forward to meeting you soon.
J R Graham Financial is an appointed representative of New Leaf (WWF) Ltd.
New Leaf (WWF) Ltd. - Registered Office: Princess Caroline House, 1st Floor, 1 High Street, Southend on Sea, Essex, SS1 1JE