How We Work With Financial Advisers

The range of services offered by Regency Legal - Estate Planning including Wills, Probate & Property Law – are a natural adjunct to the financial services provided by Financial Advisers, as we are all in the business of ensuring the financial security of our clients.

When we work with Financial Advisers, there are a number of benefits we can offer:

• Annual documentation ‘Health Checks’
• Building relationships between Legal & Financial Service Providers, and their clients
• Secure storage facility for documentation (fully insured) with issue of certificate and executor cards
• Legal updates regarding changes in legislation and new case law
• Client Feedback Reports
• Advice on Variation of Wills and Preparation of Deeds of Variation
• All Services supported by our Client Service Charter
• Probate Services to clients

If you like the look of our service, and feel we can be of service to you and your clients, we'd love to talk to you.