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LEGACY PLANNING

As part of my services, I have also created a Legacy Plan.

WHAT IS A LEGACY PLAN?

A Legacy Plan is a complete record that is designed to bring clarity, structure and peace of mind.

It is made up of your personal finances, assets, possessions and wishes.

WHY CREATE A LEGACY PLAN?

Without a well-organised record, loved ones may struggle to locate assets, manage financial responsibilities, and fulfil your wishes.

If you would like to purchase a copy for you to complete your own legacy planning,

please contact me via telephone, email or on social media links detailed above.