About

About

For over two decades the principals of Universal Wealth Preservation have specialised in providing family inheritance and succession planning solutions for tens of thousands of individuals throughout the UK.

Our satisfied client testimonials and long term client relationships attest to both our standards of professional excellence and our very personal approach in assisting families plan for their future.

The nature of the work is such that we treat each client as an individual and tailor our services and advice to suit that client which includes our packaged services too. This gives you, the client, the reassurance of knowing that whatever your family’s financial situation, the solutions we offer will meet your own particular set of circumstances.

Because our team of experts has extensive experience in the whole area of personal wealth management we are able to advise you comprehensively, from drafting a simple Will to more advanced wealth estate protection planning.

At Universal Wealth Preservation, we are committed to understanding you and your family and your needs and requirements. As part of our commitment to you our advisory staff receive ongoing training. In addition to holding industry standard qualifications many of our professional staff are also members of STEP (Society of Trust & Estate Practitioners) which is the worldwide association advising families across generations.

Dealing with complex financial matters can be daunting and you need to feel confident that the future of your family’s assets is assured by receiving sound advice and guidance in the management of your estate planning affairs. Let us offer you the benefit of our expertise.

Contact us today for more information or to arrange a free no-obligation home consultation with one of our advisors.

Alternatively, book a place on one of our Keep it in the Family seminars.

And visit our services section for details of our full range of services.