ARE YOU HAPPY YOUR LOVED ONES WILL BE WELL PROVIDED FOR?

We understand this can be a sensitive area of financial planning. However, the peace of mind achieved at the end of this process is immeasurable.

It’s a wonderful thing to be able to decide who you would like to benefit from your wealth. There is more to estate planning than simply writing a Will. CFD understand that there are also timing and taxation implications and together we aim to maximise the wealth you will pass on. Together we ensure all your documents are in order and that your assets are structured optimally for the future.

Ensure your wealth will last for generations to come by chatting to our advisors here.