Are you a Financial Adviser? Without doubt Wills and LPA’s are an essential part of best financial planning advice. Legacy Legal Services can advise and support you to ensure that your clients receive that best advice. We have recently seen in the financial industry’s own publications that advice about LPA’s is vital!
- There is a danger that lack of advice about LPA’s could come back and hit advisers.
- There is a huge risk to an IFA who does not get clients to complete a Power of Attorney.
- By advising your clients to have LPA’s you will be able to offer a complete protection solution for your clients and the building blocks on which to develop your business.
With the right wording in your client’s LPA’s they can suggest that your business be instructed to advise their Attorneys regarding their financial matters. Talk to us about Wills and Lasting Powers of Attorney.