Wills, Estate Planning & Lasting Power of Attorney Insurance

Critical illness cover is one of those things people don’t think about – until it’s too late.

Wills, Estate Planning, and Lasting Power of Attorney aren’t just legal formalities – they’re about control, protection, and peace of mind.

A Will ensures your assets go to the right people, in the right way, without unnecessary delays or disputes. Without one, your estate is distributed under strict rules you don’t control – often creating stress and complications for your family.

Estate planning goes a step further – helping you protect wealth, manage tax exposure, and pass on assets efficiently, especially important for property owners and developers with complex portfolios.

And a Lasting Power of Attorney is just as critical. If you lose the ability to make decisions, it allows someone you trust to step in and manage your finances or health decisions—without court delays or loss of control.

In simple terms:

You’ve worked hard to build your wealth.
This is how you protect it, direct it, and make sure it’s handled properly—no matter what happens.

Should you be interested in Wills, Estate Planning, and Lasting Power of Attorney, we offer a referral service to The Right Referral Service and/or Monument. With your permission, we would pass your details to The Right Referral Service and/or Monument and they would then contact you and discuss your requirements. If you proceeded with either of them, we would receive a commission for introducing you to them.

As a company, we have decided to advise on Wills, Estate Planning, and Lasting Power of Attorney from two companies, called The Right Referral Service and/or Monument.

INSURANCE ENQUIRIES – IMPORTANT INFORMATION

Please note that we are a mortgage broker and do not provide advice on insurance products.

All Wills, Estate Planning, and Lasting Power of Attorney enquiries will be referred to The Right Referral Service and/or Monument. By submitting an enquiry, you consent to your details being passed to them for the purpose of discussing your insurance needs.

The Right Referral Service and/or Monument will arrange for a suitably authorised and regulated adviser to contact you. Any advice or recommendation provided will be the responsibility of that adviser.

We do not assess your insurance requirements, provide recommendations, or arrange insurance policies directly.

There is no obligation to proceed with any recommendation provided.

Any insurance product you choose to take is entirely separate from your mortgage application.

DATA SHARING

In order to facilitate your enquiry, we may share your name, contact details, and relevant information with The Right Referral Service and/or Monument. Your data will only be used for the purpose of contacting you regarding insurance products.

For further details on how your data is used, please refer to our Privacy Policy.

“Wills, Estate Planning, and Lasting Power of Attorney Insurance enquiries are referred to The Right Referral Service and/or Monument. We do not provide insurance advice. A suitably authorised adviser will contact you to discuss your requirements and, where appropriate, make a recommendation.”