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At Bloomfield Financial our primary aim is to help you make sense of your finances so that you can make the best deciscions possible both now and  in the future.

We have tried to put as much information on this webiste as possible to explain what we can do for you and what it costs as we believe strongly in being transparrent in all things.

If you can't find the information you are looking for then please don't hesitate to give us a call on 0191 406 6453 or drop an email to office@bloomfieldfinancial.co.uk

John & Dee Bloomfield

Estate Planning: Wills, Power of Attorney and Trusts

Whose Products & What Services Do We Offer?

We have teamed up with a couple of specialist legal firms in order to provide this service to you, these providers may change from time to time.

What Will You Have To Pay For This Service?

After assessing your situation we will let you know which documents we think that you need to meet your requirements.

If you are on an ongoing service plan with us, or in the process of arranging a mortgage or insurance plan then you will receive a 50% discount on the standard fee.

Wills

Standard Single Will £140
Standard Set of 2 Mirror Wills £160
Standard Single Will with Will Trust £180
Standard Set of 2 Mirror Wills with Will Trust £200

Powers of Attorney

Health and Welfare Power of Attorney £300
Property & Finance Power of Attorney £300
Both Ordered Together £520

The Office of the Public Guardian will levy a registration fee for each power of attorney which is payable in addition to the fee above.

Trusts

A price will be provided for any trusts that are required will be quoted at the time based upon the type and complexity of the requirements.

When & How Will You Have To Pay For This Service?

This fee will become payable when the service is delivered

The Financial Conduct Authority Do Not Regulate Estate Planning.