Financial planning

RK Wills and Estate Planning offer professional financial advice in addition to legal advice on wills, probate, trusts and power of attorney. Planning for your future and the future of your partner and dependants ensures that they are cared for financially whilst you are still living and after you’re gone. Our dedicated team will assist you with bespoke personal financial planning and independent financial advice that will help protect your assets and investments.

Book Your Free Consultation For Advice Below

Our financial planning advice covers a range of financial services including pension advice, critical illness cover, life insurance, tax planning and investment planning. We have an excellent team of financial advisors who are on hand to answer your questions and help you put together a financial plan that works best for you and your loved ones.

We work with individuals helping manage private financial planning and support small businesses with their business financial plan too. Our team includes financial advisors who are able to offer a rounded package of advice that includes both unbiased financial advice and legal advice, which is useful when looking at estate financial planning, tax planning, pension advice and private insurance cover such as life insurance and critical illness cover.

Book Your Free Consultation

To learn more about our services, fill in our form and we’ll get back to you as soon as possible. Alternatively, you are welcome to give us a call on 0116 326 4050 or send us an email and we’ll be happy to answer all your questions.

WHAT YOU NEED TO KNOW ABOUT financial planning

Read our FAQs to find out more about financial advice, financial planning and insurance cover.

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Financial planning is ensuring that your long-term financial plans align with your financial goals by making your money work best for you. Impartial financial planning services such as those offered by RK Wills will support your plans for retirement, for passing on your wealth, your business goals and personal finances.

We offer free initial consultations and will do our best to give you an estimate of our service cost and time to help manage your expectations and budget.

Critical illness cover is a type of insurance that pays you a lump sum of money if you are diagnosed with certain illnesses, disabilities or injuries. Your individual critical illness policy will detail how much you’re due and specify what they pay out for what conditions.

Life insurance is a type of insurance that pays either a lump sum or regular payments to a nominated beneficiary in the event of the insured’s death. The amount of money is determined by the agreement between the insurer and the insured and will sometimes be affected by the circumstances of death.

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sERVICES

Wills

Find out more about our will writing services, wills advice and estate planning services.

Probate

Learn about what probate is, when it's required and how we can help navigate this complex process.

power of attorney

Explore power of attorney options and learn about lasting power of attorney.

TRusts

Discover more information about trusts, what they are and how we can help protect your assets.

BOOK YOUR FREE Consultation TODAY & Receive 10% Off your Purchase

BOOK YOUR FREE Consultation TODAY & Receive 10% Off your purcHasE