Welcome to Assured Private Wealth, Estate Planning Services in Southampton and beyond
Welcome to Assured Private Wealth, Estate Planning Services in Southampton and Beyond
Our team of inheritance tax financial consultants provide independent financial advice on estate planning, pensions, wills and trusts together with insurance and general protection.
Official Partner of:
Wills
Wills and Trusts
Lifetime Trust
Lasting Power of attorney
What our customers say...
"Fantastic service"
Fantastic service and prices from APW via our Costco membership it has made us feel so much better knowing everything is taken care of!
Gurnam R.
"Exemplary care"
We received exemplary care making new wills and lasting powers of attorney health and financial.
Paul gave clear, patient advice and went out of his way to make sure that we both fully understood all the options.
It was also very nice to have a complimentary quick check of our pension arrangements.
It was very reassuring that they did not try to persuade us to switch from our existing financial advisory company to them.
I cannot rate them more highly.
Caroline Q.
"Clear advice"
Paul listened to what we wanted to achieve with our wills and gave us different options with the benefit (or otherwise) to these.
The advice given was clear and concise and all questions and queries were fully answered. Do ask questions so you can be reassured about what you are doing.
Chris S.
"Great experience"
A great experience from start to finish. I was worried about the do's and dont's regarding my pension plans. I needn't have been. David came to visit my home and spent considerable time and energy sorting me out a fantastic plan. I have had nothing but exceptional customer service from the Company since. Most definitely recommend these guys wholeheartedly.
Jane M.
"Easy experience"
Making my husband and I Wills has been a very easy experience. Paul has been very professional helping us to complete our Mirror Wills providing first class service and advice. I would have no problem recommending family and friends to use this Will Writing service and would like to thank Paul for a job well done.
Colin H.
"Highly recommend"
Paul gave us the most amazing service and was very patient and listened to any concerns we may have had and answered any questions promptly. Always on time for any appointments suited for our convenience
The finished product is excellent and I would highly recommend Assured Private Wealth.
Marilyn B.
"Incredible service"
Incredible service! Paul was extremely helpful and knowledgeable. He took the time to answer all our questions and follow ups. We're really happy with the process and results. We are already recommending them with our friends who need the same service.
Sergio A.
"Professional service"
Excellent professional service very kind and understanding staff nothing is too much trouble for them would definitely recommend Assured Private Wealth for all your financial needs.
Thank you
Robert D.
"Recommend"
Paul guided us through the process very well which made it easier for us. Highly recommended!
N. Moloney
This is just a handful of our reviews - see more online
Book a convenient time to speak to the team here:
About Assured Private Wealth
Looking for ways to reduce your inheritance tax liabilities and ensure that your estate is managed efficiently? An inheritance tax adviser at Assured Private Wealth can provide the expert guidance you need.
Inheritance tax advisers provide tailored strategies to minimize inheritance tax liabilities and ensure assets are distributed according to client wishes.
Early and proactive planning with a qualified adviser is crucial to navigate complex tax regulations and avoid common pitfalls in inheritance tax planning.
