We at Clevermoney are looking at our role in helping your family finances as a life-long one.
The people at Clevermoney took a survey of clients and prospects in 2019, and found that only 30% of people had made wills. This is a startlingly low number, considering the amount of delays and disputes that are caused by not having a will.
The main reason given for this is lack of time and knowledge. Lack of time to make appointments to meet with a solicitor to first discuss a will, and then to sign the completed version. Lack of knowledge included not knowing how much it costs (not a lot), and also not knowing the consequences of not having a will.
This has led to Clevermoney setting up a Wills and Trusts section. We have trained staff capable of sorting out straightforward wills for most situations. We can arrange for Husband to Wife/civil Partner to Civil Partner, Parents to Kids, and more. We are also knowledgeable enough to recommend you to a Solicitor if you have requirements that are more specialist in nature.
Our staff can provide you with a questionnaire (by email, post or in person if you need help going through it) in which you can outline your preferences. We will then draft your will and can let you have it to be signed (as above), but please note it will not be valid without two independent witnesses.
How many questions can we answer?
We at Clevermoney are looking at our role in helping your family finances as a life-long one. We will help you in early adulthood, saving for your house, sorting out life and illness cover when you have kids, through helping you with your pension, into retirement and maintaining your income against inflation, and then setting up the next generations for the same journey.
Our advisers have protected and advised one generation to the next, and are ready to move onto the third generation. By adding Wills and Trusts, we are trying to keep your money pass to the right hands at the right time, with a minimum of fuss.
We provide instant pensions
Address
Curragh View House,
Ballinagar,
Tullamore, Ireland, R35XF38
Phone
(057) 935 0079
info@clevermoney.ie
Opening Hours
Mon to Fri 9am to 6pm
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Charterhouse Private Clients Ltd t/a Clevermoney was set up in 2006 by Joe Carroll, a former Bank Manager. He has more than 20 years’ experience in Insurance, Pensions, Mortgages and Financial Services, both in Ireland and in the UK. The Company now has a team of experienced and skilled Financial Advisers to help you with almost any aspect of Financial Planning.
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