SR Consultancy is an affiliate of Wills and Trusts protection Ltd, who are members of the Society of Will Writers. We are based in Sittingbourne Kent. Our areas of expertise are Will Writing, Lasting Powers of Attorney, Property Trusts, Estate Planning and Business Protection / Succession Planning.
Each Will & Trust drafted is covered by £2 million Professional Indemnity Insurance, so whatever service you choose we guarantee that you’re in safe hands.
You never know what’s around the corner, but at least having a valid Will ensures that your hard earned assets will pass to the people of you choose and without unnecessary delay, which offers that comforting peace of mind in the knowledge that you have done all that is required to protect your loved ones and beneficiaries.
What we can do for you
Many people put off writing their Wills or sorting out their later life affairs. This could result in financial hardship for the loved ones you leave behind. Getting professional guidance will make it easier for you and ensures that you leave your estate legally protected for your family and loved ones.
If there is one thing you should do, it’s making sure you have a valid will!
We make it very easy for you as we will come to you and write it for you in the comfort of your home. We will come back to oversee the Attestation – the signing and witnessing of your Will. Once the Will is signed it is then valid.
We can professionally write your Will and securely store it for you. The original will is the only will! Therefore, it should be stored somewhere securely.
Think about Lasting Powers of Attorney
We are now living longer than previous generations but our health could deteriorate at any time. with this in mind, we should plan for the long term. None of know what is around the corner, we could lose mental capacity – meaning we can’t make decisions for ourselves.
A Lasting Power of Attorney will legally allow your attorney (a person or people you trust) make decisions on your behalf, whether they be for your Health and long term well being or your Property & Financial Affairs.
Property Protection Trust within your Will
We can stop your entire home being used to pay Long Term Care costs if you should lose mental capacity or need care in the future. We can also protect against the disinheritance of children from a previous marriage if you should re-marry.
How does a Property protection Trust work?
Generally when you and your spouse purchase a house you do so in joint tenancy. A Property Protection Trust will severe the joint tenancy and change it to tenants in common/several. This means each partner owns 50% each of the property. Therefore, you can name your beneficiaries and protect their inheritance within your half of the property.
Make sure your family doesn’t have to find money to pay for your Funeral
SR Consultancy is a registered member of the National Federation of Funeral Directors who endorse the Fair Price Charter and official agent for SafeHands funeral plans & Golden Leaves Pre-paid funeral plan, two of the UK’s leading funeral plan providers.
This enables us to guide you on planning your wishes in advance and fixing the costs of a funeral at today’s prices.
Although SR Consultancy is based in Kent, we can also arrange home appointments throughout South East London and the South Coast, just give us a call or use the contact page to get in touch.
Thanks to Steve, he made sorting out my financial affairs a doddle. Now that I am 'over 50' the last thing I want to be doing is worrying about where to go for the best insurance deal, or funeral plan. Steve talked me through the options in a thoroughly professional manner and it was clear he knows his stuff. I can now now get on with enjoying life without worrying about what is going to happen when my time is up. In know that my family will be taken care of, and that he will be there for them if needed as well.
My dear mum passed away suddelnly in November 2014 at 84 years old.Our family was in shock but thankfully Steve helped us immensely and stayed with us when the police arrived (as this was a sudden death). He came with us to the funeral parlour that my mum had chosen in her will. Steve was composed and very professional, he talked us through everything from which coffin we wanted - to the wake, Steve was our rock at this terrible time. He stayed focused, was very helpful and explained all the processes that we had to go through. Steve was very knowledgeable and I do not think we would have got through this awful time without him.
Following my retirement I was keen to ensure that my pension pot was wisely invested. Having already discussed this with another financial adviser, I was not content with what they had to say, or indeed what they charged for their services. I decided to seek further advice locally and contacted Steve Ryan. He responded quickly and has provided a friendly, professional and personal service that I am very happy with. He actually listened to me and based the advice on what suited me.
Owner & Director