WELCOME TO ETHICAL INVESTORS

Reviewing Your Will

Once you have a Will, keeping it up to date and relevant to your situation is vital. A review of your Will in relation to your current circumstances should be carried out on a regular basis - every two years is recommended.

Assurewills are able to offer to Ethical Investor Group clients a free of charge Will review service, comparing your existing Will instruction with your current family and financial circumstances, producing a summary and detailing any recommendations.

We would strongly suggest that a review is considered as a matter of urgency under any of the following circumstances:

Help and Advice:

Should you have any questions or require help with reviewing your Will, Ethical Investors Group have developed a relationship with Assurewills Limited, a dedicated Will writing and estate planning company, who we are delighted to recommend. Michael Clarkson at Assurewills can be contacted as follows:

Tele:        01223 967477
e-mail:     mwc@assurewills.co.uk
Website:  www.assurewills.co.uk

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