Supplementary Services
At Trevor Downing (IFA), we believe that holistic financial planning is important and that anyone should be able to receive advice and assistance in all areas. These areas include, but are not limited to, wills & powers of attorney, general insurance and private banking.
Wills and Powers of Attorney
This is one of the key foundations of financial planning and ignoring this area can lead to significant financial consequences. We work with carefully selected partners who can produce the appropriate legal paperwork to ensure your will is appropriate, it’s valid and that Powers of Attorney are in place when required.
Click here for more information about wills and estate planning
Private Banking
We work closely with a number of the best and most trusted private banks in the UK and can help ensure you have access to the services that private banks can offer high net worth individuals. This gives you access to a personalised service including all common banking needs plus many personalised services such as tax planning, lending and networking.