The Aiker difference
We understand that everyone’s life is different. So we start by arranging a face-to-face visit from one of our highly trained team, who’ll explain all the options and processes clearly and simply. They’ll look at your circumstances, listen to your concerns and offer advice when necessary, to make sure you’re not only happy with any arrangements you put in place, but also that they’re the most suitable for you. But where we really make a difference is in what comes afterwards.
Tailored legacy advice for life
Today’s fast-moving world means changes to legislation and taxes can have an effect on your legacy; likewise, changes in family circumstances – family fall-outs, divorce or new grandchildren, for example – may alter your wishes. That’s why we’ll keep in touch regularly, to check on anything that might affect your legacy arrangements and outline what changes might be necessary to protect your legacy - that’s why we are your legacy adviser for life.