top of page
vertua private client
Your Personal Private Client Professionals
TESTIMONIALS
What our clients say about us
"We were so impressed with our adviser at Vertua Private Client. They really dove into our case and guided us through the whole process with impressive knowledge and skill and showed us how to best plan for our family's future and our old age. They also saved us from a large potential inheritance tax bill with some straightforward options and a clear plan."
David & Isabella Laine, Cambridgeshire
"Our old will was more than twenty years old and when it was reviewed there had been some changes in the law which could have had a big impact our affairs. It also turned out that it hadn't even been executed properly, so we were very relieved that we had taken this step to say the least. What we also appreciated was that in the process of doing our will we had an inheritance tax review which identified a few simple steps we could take to minimise how much our estates would have to pay."
Elizabeth & Charles Han, Hampstead, London
"We'd been thinking about getting LPAs for the last couple of years but had been put off because of the high cost we were quoted by local firms and the fact we'd have to go to them to sign all the paperwork. Our adviser came to us and took us and our attorneys through all the details, legal duties and really reassured us about what making an LPA did and didn't mean. The process was smooth and we were able to ask all the questions we wanted - it was friendly, unhurried and our adviser was very patient. We were so happy with the service that we're getting our wills re-written now."
Arvin & Sheila Valecha, Chalfont St. Giles, Buckinghamsire
"We'd been concerned about our inheritance tax liabilities for a while so it was a relief to have a full review of our assets and finances. It was quite a complex process, but our adviser patiently took us through it step by step with a set of short, medium and long-term recommendations with some good alternative ideas for us to think about. We're both quite risk averse and we were particularly pleased that our adviser took this on board when presenting us with an estate plan."
John & Estelle Odioba, Surbiton, London
bottom of page