Trusts & Wills

If you do not have a Will in place, you have no say over what happens to your assets when you pass away, and this can cause many difficulties for your loved ones and dependents.

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It is particularly important to have a Will in place if you own your own property, are married, have entered into a Civil Partnership, have a long term partner, have dependents or wish someone to benefit from your assets who is not a close member of your family. By making a Will, you can stipulate how you would like your assets to be distributed in the event of your death – giving you and your family protection and peace of mind.

There is a general misconception that if you are Married or have entered into a Civil Partnership that your spouse of civil partner will automatically inherit everything you own upon your death. This is not the case. On the contrary, the law sets out who gets what in the Law of Intestacy. These laws may not represent your wishes, which is why it is important that you consider setting up a Will to ensure that your wishes are followed. Furthermore, the law makes no provision for a partner if you are not married or in a civil partnership – even if you have lived together your entire lives.

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Trusts and Wills are not regulated by the Financial Conduct Authority.

Call us on 02393 873287 and speak to one of our advisers today

PROTECTION

Straightforward Protection advice without the jargon

We provide a fully advised service regarding protection policies that you can arrange to protect you and your family, including Life Insurance, Critical Illness Cover, Income Protection and Home Insurance. Your protection needs may change over time due to changes in circumstances so if you would like us to review your current level of cover please contact us today.

LIFE INSURANCE

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CRITICAL ILLNESS COVER

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INCOME PROTECTION

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HOME INSURANCE

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ACCIDENT & SICKNESS

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TRUSTS & WILLS

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Ready to Talk?

Jargon free Mortgage and Insurance advice? Give us a call today to find out how we can help find your next mortgage. We love to hear from clients old and new.

02393873287 office@a2bfs.co.uk

Call us on 02393 873287 or email us at office@a2bfs.co.uk

Submit your enquiry

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Hear what our clients are saying about us

Brenda Wise

Thank you so much for your help Lana. As usual your knowledge and expertise were spot on. The information you gave me was just what I needed and I was able to proceed easily. I would thoroughly recommend Lana if you need any financial advice, she knows what she is talking about and doesn’t use jargon.

Wayne Nikos

Very professional service tailor made to meet my financial needs. Lana spoke with confidence, worked with me and gave me the exceptional advice I needed. You can tell by the way she explains things she has experience. A trusted asset to the industry. Thank you again.

Jodie Watt

Brilliant service. Everything is so effortless and Lana is always on hand if you have any questions or need anything sorting. Currently helping us with a mortgage and has sorted out my life insurance. Couldn't recommend her any more!

Angela Stevenson

Lana is very professional and helpful. She will take time to explain things for you, she has taken calls from me late and has helped me with things that where way above what her job requires. Do not hesitate to use her you will be in extremely safe hands.

Deon Lomas

Thank you Lana for helping us sort out the insurance cover. Everything was sorted really quick and efficiently any questions we had you answered quickly and efficiently. We would recommend your business to any of our family and friends.

Jack Allen

Have used A2B for everything surrounding my house move - buildings insurance, life insurance... whatever I have needed, these guys have been super quick to provide quotes for, and have been really helpful in the process. I would definitely recommend them - I haven't had to worry about any of it, as they've taken all the hard work out of navigating the minefield that is financial services.

All of our testimonials are taken from our Google business page, if you would like to see more reviews or leave a review yourself, please click the link below.....

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A2B Financial Services Ltd is an appointed representative of The Right Mortgage Limited, which is authorised and regulated by the Financial Conduct Authority. A2B Financial Services Ltd. Registered address: Tml House, 1a The Anchorage, Gosport, England, PO12 1LY

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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Fees

There may be a fee for mortgage advice, the precise amount will depend upon your circumstances but we estimate it will be £499.00

Important

Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage.

Some forms of Buy to Let mortgages are not regulated by the Financial Conduct Authority.

Contact Us

A2B Financial Services Ltd

Head Office :

4 Stokesway
Stoke Road
Gosport
Hampshire
PO12 1PE

FCA Number : 779733

Tel: 02393 873287

Email: office@a2bfs.co.uk