Wills and Powers of Attorney

Be in control of your assets, today and tomorrow

Wills and Powers of Attorney

How We Can Help...

A Will

A Will is one of the most, if not the most, important document you will ever create.

Effective financial planning today empowers you to be in control of your finances when you are alive, but what about when you’ve died? There are two main reasons why having a Will is so fundamental to your financial planning:

A Will ensures that your wishes are met, and those who you want to benefit from your assets will
It will relieve any unnecessary stress for your loved ones, at an already difficult time

A Will is important for everyone, regardless of your financial circumstances.

We recognise that the idea of making a Will can feel overwhelming and emotional. And, we understand why so many people might choose to push it to the bottom of their to-do list. Whether this is your first Will, or you want to re-write your Will, we can refer you to an expert who can help you, every step of the way. Our customer-first and personalised approach means we listen to your goals and requirements, as we guide you through the process.

Let’s make a plan together, at your pace.

Powers of Attorney

Being in control of your financial future is priceless. Don’t leave it too late to create a Lasting Powers of Attorney.

A Lasting Powers of Attorney (LPAs) means that you give someone legal permission to manage your healthcare and financial decisions when you are no longer physically or mentally able to.

Our financial experts are here to listen to you and your circumstances, providing you with the bespoke support needed to create a Lasting Powers of Attorney shaped entirely around your wishes.

We work with a number of trusted and reliable legal service providers, who will provide you with essential Wills and Lasting Powers of Attorney support, as part of our financial planning package.

The writing of a Will or Powers of Attorney involves the referral to a service that is separate and distinct from those offered by St. James's Place. Wills and Powers of Attorney are not regulated by the Financial Conduct Authority.