Look forward to
a secure future
with our free
Legacy Review
and book.

Because financial advice, plans and legislation are always changing, it can be difficult to know what’s best for you.

If you have investments, savings or a Will, are you confident they will meet your needs and wishes in the future? What if your circumstances change, or your plans aren’t up to scratch?

We’re currently offering our unique Legacy Review for free with no obligation, giving you the best start in planning for your future. What’s more, you’ll also receive a free copy of our new book. Your Family’s Guide to a Secure Future is an invaluable tool packed with insider knowledge to help you take control of your finances, and look to the future with clarity and assurance.

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Claim your free
Legacy Review and book

It’s time to take control of your future with confidence. To arrange your free Legacy Review and receive a complimentary copy of our book, call us today on 01332 856 374 or email info@thefamilylegacysolution.co.uk

 

 

Already have your copy?

Should you wish to work with us to create your personal strategy, these unique tools are essential in helping us get to know you and understand your needs. You may find these useful If you already have a copy of Your Family’s Guide to a Secure Future and would like to explore your capabilities and possibilities further, regardless of the next step you choose to take.

The Capability Explorer

The Capability Explorer

Providing you with a succinct picture of current financial situation.
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The Clarity Developer

The Clarity Developer

Enabling you to explore your priorities for the future.
Download PDF »

The Budget Extender

The Budget Extender

A Microsoft Excel spreadsheet to help you calculate your financial outgoings and any surplus income.
Download XLSX »

Our mission

We’re proud to be different. Discover what we think sets us apart and the values that are important to us.

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Events

We are trialling our new Probate Service and are looking to complete one probate for free. More information can be found here

 

Register now »

From the blog

In her new blog post Gina now takes a look at some of the other things we do for our clients: “We have discussed some of the things...

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Your vision

Planning a legacy but don’t know where to start? Use our free Your Vision tool for clarity, insight and a personalised summary.

Try now »