Following a review of our holistic approach to financial planning we have identified an additional way that we can provide valuable support to our clients.
We are working in partnership with one of the UK’s leading Funeral Plan providers, Golden Charter, to offer pre-paid Funeral Plans to all our clients.
The benefits of taking out a funeral include:-
Saving your loved ones the time and hassle of organising and paying for your funeral. This provides you with peace of mind that the financial burden of your funeral will not have to be funded by your family.
Securing your funeral at today’s prices. The average cost of a funeral is now upwards of £4,078 (source SunLife cost of dying report 2017 and the Royal National Funeral Cost Index report 2017), the graphic below provides an overview of how the cost of funerals could change in future years
*SunLife cost of dying report 2016
**Projections by Golden Charter based on SunLife cost of dying research
Allows you to plan ahead. Please find attached our “Funeral Wishes” form. Completing this form will help to ensure that your wishes are carried out and also provide clarity for your loved ones at what would be a difficult time.
We provide a storage service for our clients at £25 plus VAT per annum where Wills, LPA’S, Trust Documents and Funeral Wishes forms can be stored with us securely and away from your home.
Should you wish to discuss this valuable additional service, please do not hesitate to contact the office so that your Financial Adviser can provide you with full details.
We are working in partnership with one of the UK’s leading Funeral Plan providers, Golden Charter, to offer pre-paid Funeral Plans to all our clients.
The benefits of taking out a funeral include:-
Saving your loved ones the time and hassle of organising and paying for your funeral. This provides you with peace of mind that the financial burden of your funeral will not have to be funded by your family.
Securing your funeral at today’s prices. The average cost of a funeral is now upwards of £4,078 (source SunLife cost of dying report 2017 and the Royal National Funeral Cost Index report 2017), the graphic below provides an overview of how the cost of funerals could change in future years
*SunLife cost of dying report 2016
**Projections by Golden Charter based on SunLife cost of dying research
Allows you to plan ahead. Please find attached our “Funeral Wishes” form. Completing this form will help to ensure that your wishes are carried out and also provide clarity for your loved ones at what would be a difficult time.
We provide a storage service for our clients at £25 plus VAT per annum where Wills, LPA’S, Trust Documents and Funeral Wishes forms can be stored with us securely and away from your home.
Should you wish to discuss this valuable additional service, please do not hesitate to contact the office so that your Financial Adviser can provide you with full details.
