Our starting point is always firmly to recommend that all our clients have an up-to-date, valid Will. This is to ensure that our clients choose who benefits from their estate, not the intestacy rules! We can arrange that Wills be written through our specialist Will Writers, as.
We are specialists in providing advice to our corporate clients in protecting their businesses against the financial impact of death, critical illness or long-term absence of key business personnel. Solutions are always designed to reflect individual company needs, and where.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 68 Penland Road, Haywards Heath, RH16 1PH
01444440097
Business Name
Excel Financial Solutions
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