Expert Estate Planning

Estate planning is crucial for securing your family’s future and honouring your wishes. It provides peace of mind and helps minimise potential tax burdens and legal complications. By planning, individuals and families can protect their assets, provide for loved ones, and make informed decisions about their legacy.

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Find answers to your most pressing questions about our estate planning services and process. The information provided in these FAQs does not constitute professional financial advice. We strongly recommend that you consult a professional adviser before proceeding with a financial transaction.

What is estate planning?

Estate planning involves creating a plan for the management and distribution of your assets after your death.

Why is estate planning important?

It ensures your wishes are honoured, minimises taxes, and provides for your loved ones efficiently.

How long does the consultation process take?

The process typically takes a few weeks, depending on the complexity of your estate.

What documents are needed for estate planning?

You’ll need bank statements, investment valuations and copies of any existing wills or trust deeds.

Can I update my estate plan later?

Yes, we recommend reviewing and updating your plan regularly to reflect any life changes.

How does Fintegrity ensure my plan is tax-efficient?

Our experts use strategies to minimise estate taxes and maximise the value passed to your heirs.

What happens during the initial consultation?

We discuss your goals, gather information, and outline the steps to create your personalised plan.

Is estate planning only for the wealthy?

No, estate planning benefits anyone who wants to ensure their assets are managed according to their wishes.

How much does estate planning cost?

Costs vary based on the complexity of your estate; we provide a detailed estimate after the initial consultation.

Get Expert Advice Today

Embark on your path to a brighter financial future with a complimentary consultation at Fintegrity. Our dedicated team specialises in personalised financial planning that demystifies complex issues, enabling you to make confident decisions. We are committed to your success. Reach out to us today.

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Our estate planning consultation offers a tailored approach, focusing on your unique needs and goals. We provide expert guidance to help you navigate the complexities of estate planning, ensuring your assets are protected and your wishes are clearly defined.

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Why Choose Fintegrity

Our services are designed to provide peace of mind and financial security for you and your loved ones.

Personalised Approach

We tailor our strategies to meet your unique financial situation and goals.

Experienced Advisors

Our dedicated team comprises highly skilled professionals with a wealth of experience in financial planning.

Proactive Planning

We emphasise innovative strategies designed to enhance your investment performance while effectively reducing the burden of taxes.

Transparent Communication

We ensure clear and straightforward communication, keeping you informed every step of the way.

What Our Clients Say

Cath Addis 2 months ago

We have used Neil for pension and estate planning. He has always been very easy to talk to, explaining all the options very clearly. We couldn't be happier and trust him completely.

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Chris Boddice 3 months ago

Neil has been very helpful in reorganising my finances and has given me confidence that I am making the right choices. Great at explaining options and implications and at asking questions that make you think hard about what you really want. Recommended.

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Kay Cooper 5 months ago

Neil has been fantastic in helping me sort out a long-term financial plan. His knowledge and advice has allowed me to stop worrying about the future and actually make my money work harder for me. Highly recommend!

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Peter Niven 6 months ago

I am due to retire in August this year, plus I came into a substantial legacy from my late mother, so I needed financial advice. He has met me several times and prepared a financial plan for me. I have complete trust in Neil and that is, of course, vital when dealing with large sums to be invested for one's retirement. In addition, he is easy to deal with, and explains quite complicated issues clearly and carefully. Altogether, he is a pleasure to work with and have 'on one's side'.

I am so grateful for everything, Neil (including the ongoing advice and support).

Peter

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Rosamund Skinner 6 months ago

I was recommended to contact Neil Jenkins of Fintegrity IFA earlier this year, because I wanted financial advice and help to manage my financial affairs and my modest savings. I met with Neil twice and found him to be very friendly, approachable, professional and helpful. If I am honest I have little interest in finances but I do understand the need to make my money work for me, and Neil understood this and was very helpful. He listened to me and asked questions and made suggestions, then proposed a plan for my savings that met my requirements. He organised this for me very quickly and efficiently and continues to keep me updated. I feel I can trust him and know that he will respond if I have any queries.

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Janine Deakins 6 months ago

My husband and I needed some impartial financial advice with regard to investing some funds following retirement. Neil took the time to establish our plans for future financial outgoings and to assess the level of risk we were willing to engage with. He explained our options clearly and without any pressure to proceed. We found Neil to be professional, friendly and knowledgable in his field and were confident to go ahead with his recommendation.

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Henry Whelan 6 months ago

Neil was exceptional in helping me decide on life and illness insurance for me and my partner. He respected my specific needs and didn't stray from the brief. He was patient, knowledgeable, and ensured we got the right cover without overspending. Highly recommend!

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Greg Power 6 months ago

Neil has been extremely helpful on a variety of financial matters, providing an expert and personalised service. Would highly recommend.

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Megan Davidson 6 months ago

I was recommended Neil by my accountant to help me consolidate my multiple pensions and also give advise on where I would like to be when I retire.

To say the level of service is exceptional would be an understatement. Communication was clear and transparent all the way through with good help and advise and he was always quick to reply to emails or messages throughout the journey.

Would happily recommend to other businesses and people needed financial advice.

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Rich Merritt 2 year ago

Absolutely recommend Fintegrity. Thorough process to understand our situation, and appropriate recommendations for our future financial goals.

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Get Expert Advice Today

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Expert financial planning advice is essential for securing your future in a world of financial change. Whether managing investments, planning for retirement, or providing financial security for your family, professional guidance can help you make informed decisions aligned with your goals, giving you the confidence to enjoy life, knowing your financial health is in capable hands.

0203 086 7043

hello@fintegrityifa.co.uk

The Workers’ League House, 44-50 Royal Parade Mews, Blackheath, London, SE3 0TN

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