Invest South West
Invest South West Will Management

Most Wills are fairly straightforward and the whole process turns out to be a lot less complicated than people think. But however straightforward the circumstances are, it is important for Wills to be written properly to ensure they are legally valid when the time comes. It is equally important to both store your Will safely and review it regularly to keep it up to date.

Invest South West Will Service

An adviser will discuss your requirements with you over the phone or in person. The appointment usually takes less than half an hour, during which you will be asked a few simple questions. Your Will is then prepared and sent to you by post for signing.

Simple Wills cost £75 for a single and £130 for a couple. You can also choose to subscribe to our management service, which includes safe storage and all future updates.

Please Click here to download our Points to Consider document.

For further information please see our Will Management Services website



Linda Fisher
Will Manager

Dave Penny - Managing Director "Being a fully authorised and qualified member of The Society of Will Writers I enjoy providing advice to family members seeking to protect their loved ones in difficult times.

Senior management experience gained whilst working with high street retailers has provided me with the necessary skills and professional standards associated with The Society. Working closely with the two directors of Invest Southwest ensures we are able to protect assets too and provide a full service to all clients."



The Sociaty of Will Writers Members of and regulated by The Society of Will Writers & Estate Planning Practitioners

   © 2008 Invest Southwest Independent Financial Advisers - Taunton

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