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
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.
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.
