FINANCIAL WELLBEING FOR{ Your company name } Employees

PROTECTION REVIEW
As part of every wellbeing review we compare hundreds of options from leading providers to make sure that you have the most competitive cover available.
WILL REVIEW (OR FREE WILL SERVICE)
Everybody should have a Will, that's why as part of the health-check we provide a free will writing service. If you have already made arrangements, we offer a review service.
MORTGAGE REVIEW
With the help of our mortgage advisors, you can ensure that you have the most competitive deal available.
ESTATE PLANNING REVIEW
Deeds, trusts and powers of attorney, these are the tools we use to minimise tax, protect assets and help plan for the worst.
DEBT / CREDIT REVIEW
When people are struggling with debt it’s more important than ever that they have access to effective advice, together with our partners at StepChange we can help.

WHAT'S INCLUDEDFREE Financial
Health Check

Whether looking to deal with a specific need or simply have the peace of mind that your finances are in good shape the financial health check will do the job.

One of our highly trained team will complete a detailed fact find before discussing various needs, goals and concerns. Where possible we will try and save or make you money, we also work to ensure the most important things in you life are adequately protected. Where more specialist help is required, we can refer you to other specialist team members.

Also, every employee who completes the review is offered our will writing service without charge!

Book online today.

NO COST, NO CATCH, NO EXCUSE

3 EASY STEPS

STEP 1

Initial Consultation

The first step is to find out more about your current and long term financial needs. This initial meeting takes 30-60 minutes and can be completed by telephone or video-call.

STEP 2

Advice and Recommendation

After researching the market, we are now in a position to present any advice or recommendations. Regardless of whether the advice provided is accepted, there is no fee or cost for the review.

STEP 3

Complimentary Will Writing

As part of each wellbeing review, we offer a legally binding Last Will & Testament. This is provided by our partners at mylastwill.co.uk and includes two ‘Mirror Wills’ worth £130, for those with more complex situations a fully advised service is also available.

ABOUTThe Dunham McCarthy Group

At Dunham McCarthy, we practice a holistic approach to estate planning. Together, our team of specialists and associates provide advice across a range of estate planning services.

From will writing to life insurance, our clients are at the centre of the services that we provide. We understand that different clients have different objectives, and from its inception, our firm has attracted talented and committed individuals who work tirelessly to help clients achieve these objectives, and to avoid misfortune. Looking back, our success can only be attributed to our team of exceptional individuals.
20,000+ EMPLOYEES HELPED
We have been providing legal and financial employee benefits for over 10 years.
NO COST REVIEW + FREE WILL
For us, this is a great way to meet new clients, there is no cost for the review or the will service.
FULLY QUALIFIED AND REGULATED
We have teams of FCA regulated financial professionals / IPW qualified estate planners.

Asset Protection

Protect your family in the event of incapacity; make your LPA for Health and Property Decisions.

Income Protection

You put food on the table and a roof over your head. If you can’t work because of illness or injury, who’s going to bring home the bacon?

Funeral Plans

Arrange and pay for your funeral in advance so that the price is fixed, and to make it more simple for your relatives.

RECENT FEEDBACKWe were referred by a relative and so glad that we had our Will’s done with Dunham McCarthy. They were incredibly efficient with every aspect and despite the fact we could not meet in person due to the current condition world wide everything was organised over the phone and on Video Chat via Microsoft Teams.

TRAINEE ELF

RECENT FEEDBACKVery informative, professional and helpful company no pressures to take out unnecessary policies. Video calling worked well and responses to questions either on call or email were swift. Definitely recommend them to others.

KEVIN TAYLOR

RECENT FEEDBACKExcellent service. This was our first will writing experience and we were talked through the process thoroughly and clearly. Mitchell was very patient with my 100’s of questions. Would recommend. Thank you!

LAURA HAYNES

RECENT FEEDBACKCouldn’t recommend this company enough. The whole service we have received from start to finish is exemplary. The process from beginning to end was explained extremely well and communications were open and updates receive regularly. Would recommend to anyone.

KAREN ROUGH

RECENT FEEDBACKTim sorted our wills and poas. He was patient and explained things simply and concisely. Visited us at home. Good price for an excellent service. Would highly recommend.

DIANE O’HARA

RECENT FEEDBACKWe had our Wills done with Dunham McCarthy and I was so impressed with the service I received. Tracey is such a lovely approachable person as well as being professional at all times. Thank you Dunham McCarthy for such a lovely experience

MARIE EVANS

RECENT FEEDBACKFantastic customer service. It was easy to arrange the face to face meeting, we had plenty of communication. The representative was very polite and professional. He was very informative and he was not pushy to sell the added extras.

JAMIE DAWSON

RECENT FEEDBACKExcellent service. The timeline and steps were easy to understand and the sessions were scheduled in good time. The adviser answered all of our questions demonstrating good knowledge about the products & services. Overall excellent and recommended.

HUDA CHAUDHRY
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Barn 1, Dunston Business Village, Stafford, ST18 9AB
enquiries@dunham-mccarthy.co.uk
01785 336222

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FREE CONSULTATION

Regulated by the Institute of Professional Willwriters. Registered in England and Wales Company Number 08290617. 

Copyright © Dunham McCarthy 2020