About Us
Why you should choose to work with Callaghan Wills & Estate Planning
Callaghan Wills & Estate Planning
A Wills & Estate planning specialists focused on helping families to protect their assets both now and in the future.
A personal, friendly and approachable service to ensure you receive quality advice. You will also benefit from wider financial services expertise in mortgages and protection.
Committed to simplifying the whole Estate Planning process. Your Callaghan advisor will explain all the details, make it easy to understand and provide bespoke solutions for your circumstances. A complete service that will give you peace of mind by protecting your assets and ensuring your wishes are met.
Callaghan’s has the experience and track record to deliver a quality, bespoke face-to-face service to give piece of mind to every unique individual and their family. We are friendly, approachable and committed to making the whole process of Estate Planning totally understandable and affordable. If you’d like to find out how we can ensure your assets are fully protected and your wishes are met when you’re gone then please talk with us now and book a free face-to-face meeting in the comfort of your own home or venue of your choosing.
We are committed to the highest levels of service and adhere to a 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.
Our Vision:
Protect our Clients & their family
- To help people build and protect their assets for themselves and their families, to maintain comfort in the knowledge that the assets will stay in the family.
- To protect our clients against losing their family home to fund care costs; losing inheritance in the event of care costs, divorce, remarriage bankruptcy or losing business assets.
- Helping our clients maintain their lifestyle, savings and investments along with their income whilst alive to pass their estate on to loved ones in the future.
Adhering to UK Law for your Benefit
Our approach aligns with UK law to maximise your gain economically, all while upholding the highest standard.
We are committed to the highest levels of service and adhere to a 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.
GET IN TOUCH
Contact our friendly team and we will arrange your no obligation home visit. We can visit at a time that suits you, or you can book a Zoom call if you prefer.
MEET WITH OUR EXPERTS
During your appointment, we’ll listen to your wishes and discuss your options. We ensure you have a thorough understanding of the whole process.
YOUR WILL PRESENTED
Following your approval your documents are presented to you for signing with full instructions, then your final documents should be with you within 2-3 weeks.