Client background
- Married couple concerned about their future, protecting their hard earned wealth, and ensuring the security of their home for their three children.
- Husband is a medical consultant with a separate business for private clients.
Client concerns and needs
- Uncertainty about type of wills required and how to protect their assets for their children.
- Keen to explore safeguarding options for business and personal assets.
Services provided
Following extensive research, Barry Halliday came highly recommended and the couple booked an initial chat to explore their options.
“When we first met Barry, we were unsure of what we needed and how best to protect our assets and business for the future, and for our three children.
Barry really listened to myself and my wife and took the time to fully understand our circumstances and requirements. He is so knowledgeable and was excellent at explaining each service – helping us weigh up the costs and benefits.
Throughout the process he was patient and gave us time to think, understand and ask questions until we were sure of the services we required.
We now have in place a personal will for myself and my wife, plus personal and business Lasting Power of Attorneys. We have also set up a trust and Barry worked with us to ensure the trust will provide for our children if something was to happen now, or in the future.”
Results
“We both feel fully prepared for the future and feel reassured that if something was to happen to us, our children and our assets are fully protected.
It was an absolute pleasure meeting Barry, and we would recommend him highly to anyone considering a will or other legal services.”