Wills and Trusts

We understand that planning for what will happen after your inevitable demise is a very sensitive subject for most of our clients so we will ensure that not only will we treat our discussions in absolute confidence but also ensure we sympathetically guide you through the process with the sensitivity discussions such as this merit.

We are also firm believers that making a Will is not all about money but also about ensuring that if both parents were to pass away together leaving under age children, then you can ensure that the person that you want as their Guardian is allowed Lawfully to do that job. If you die without nominating that Guardian then it is decided by the local Courts and Social services department … which is not something that any parent would want.

Also as most of us cannot choose when we eventually die what if your Children inherited from you at a time in their lives when they were having financial difficulties or even possibly going through a divorce?

This could result in your Children losing significant amounts of their inheritance to creditors or an ex-partner.  We work with specialists who can help ensure that this is protected against.

So whether you need just a simple Will, advice on protecting your home & assets from care costs, or have more complex issues including mitigating tax, we can provide you with the perfect solution to achieve your goals.


All our products and services are competitively priced yet still tailor-made to suit your individual needs.


Call Central Financial Services today and arrange a no-obligation meeting to discuss your family’s needs in the comfort of your own home.

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Amazing service, felt truly cared for with our best interests at heart. A top, top service from start to finish.

Central Financial Services is a trading style of Central Financial Services (UK) Ltd which is an appointed representative of HL Partnership Ltd which is authorised and regulated by the Financial Conduct Authority. There may be a fee for mortgage advice. The precise amount will depend on your circumstances but we estimate it will be £250. Your home(property) may be repossessed if you do not keep up repayments on your mortgage. Please note Buy to Let mortgages are not regulated by the FCA. Registered in England and Wales Reg. 8807671 Registered Address: 170 Halton Road, Sutton Coldfield, B73 6NZ.