Client background
- Married couple in their 50s with concerns about their future, protecting their hard earned wealth, and ensuring the security of their home for their three children, now in their 20s.
- Husband diagnosed with early onset Parkinson’s in his 40s, leading to early retirement and reliance on pensions.
- Had an existing will that was now out of date and the experience had felt impersonal and task oriented.
Client concerns and needs
- Uncertainty about safeguarding their assets and home in case of unforeseen events.
- Lack of clarity on necessary legal documents beyond a will.
Services provided
Not knowing where to start the couple reached out to friends for advice and Barry Halliday came highly recommended.
“Any initial concerns and guarded feelings I had quickly disappeared within minutes of meeting Barry. I felt an immediate sense of trust and his extensive knowledge, sound advice, and reassuring demeanour put me at ease immediately.
Barry answered all our questions until we fully understood what we needed and then he put in place personal wills for us both, Lasting Power of Attorneys to ensure decision-making in case of incapacity, trust planning to manage and protect assets, and care home fee mitigation planning.”
Results
“We felt a weight lifted off our shoulders, experiencing peace of mind after worrying for so long about how to protect our home and wealth. Barry really does care about his clients, and we think of him as a friend, reassured knowing if anything should happen to myself or my husband we can call him anytime and he will support us at every step.”