As part of wider estate planning, some clients may benefit from speaking with other qualified professionals alongside putting their Wills and Lasting Powers of Attorney in place.
While I do not provide regulated financial or investment advice, I may, where appropriate, introduce clients to an independent financial adviser who can offer guidance in related areas.
Clients are always free to choose their own advisers and are under no obligation to use any third-party services.
Independent Financial Advice
Financial advice is separate from will writing and estate planning. In some circumstances, clients may wish to seek independent financial advice in relation to matters such as pensions, investments, inheritance tax planning, or longer-term financial planning.
Where an introduction is made to an independent financial adviser, this will be clearly explained in advance. Any financial advice provided is entirely separate from my services and subject to the adviser’s own terms, fees, and regulatory requirements.
James Quartly
James trades through Valerie’s Financial Services Ltd, and is a representative of Griffin Benedict Limited which is authorised and regulated by the Financial Conduct Authority. Firm reference number 436189
Website: www.valeriesfinancialservices.co.uk
Referral Disclosure
Where a client chooses to proceed with an independent financial adviser following an introduction made by me, I may receive a referral fee or commission from that adviser.
The existence and nature of any referral fee or commission will be disclosed to the client in advance of any introduction being made. Clients are under no obligation to proceed with any referred adviser and are free to seek advice elsewhere.