Create a Will adn Lasting Power of Attorney to protect those closest to you

John Davies Investment & Mortgage Services

working in partnership with

Compass Legal Associates

Protect those closest to you by creating a Will or Lasting Power of Attorney

John Davies Investment & Mortgage Services provides a Will and Lasting Power of Attorney writing service in partnership with Compass Legal Associates.

If you would like to book an appointment with our Will guide Marc, please contact us:

Email marc@johndaviesinivestments.co.uk

Telephone 01691 680845

Our service to you

We are pleased to be able to offer a range of Legal Services, including Will Writing, Lasting Powers of Attorney and Trusts. Marc – our Will guide at John Davies Investment & Mortgage Services – will take you through the process of creating your Will or LPA, helping you to gather your thoughts and collect all information needed. Teresa of Compass Legal Associates will then undertake the legal creation of the Will. Teresa Jones is a fully trained and accredited Will Writer regulated by CILEx with a Masters Degree in English and a Postgraduate Diploma in Law.

We all have times in our lives when we need legal support. At those times it is important that you can call upon an adviser whom you can trust. We offer a confidential, reliable service that will give you the best possible advice at the time that you need it most.

Making a Will

Making a Will is probably one of the most important legal documents that you will ever make. We spend our whole lives investing and creating wealth and yet so many of us leave our Estates unprotected. Dying without a Will means that the law will govern who your estate will pass to. In these circumstances, your spouse does not automatically inherit your estate and if you are not married your partner will not benefit at all. A Will is essential to protect your loved ones and no family structure is too complicated for us.

Creating Lasting Powers of Attorney

We also specialise in Lasting Powers of Attorney – protecting your business and assets if you suddenly have a decline in health. There is great peace of mind in appointing trusted attorneys to look after your Property and Financial Affairs in case one day you become incapacitated. By registering an Attorney to act on your behalf, you will ensure the smooth running of your financial affairs rather than allowing the Court of Protection to freeze your estate and decide how assets will be distributed.

Meeting you

We are available to meet with you Monday – Friday during office hours plus evening and weekend meetings by appointment. We offer this flexible service because we all have busy lives. Talking in the comfort of your own home or a location of your choice is an important benefit of the mobile service that we offer. Your first appointment will last approximately one hour during which time we will discuss what you require and how we can help. Indeed, it is important to us that we offer good value for money and have priced our services accordingly.

About Compass Legal Associates: providing support for you, your family and your business

Estate Planning

  • Wills

  • Trusts

  • Lasting Powers of Attorney

  • Living Wills (Advanced Directives)

  • Funeral Plans

  • Estate Administration

Family Legal Support

  • Prenuptial Agreements

  • Cohabitation Agreements

  • Judicial Separation Agreements

  • Divorce

  • Civil Partnership Dissolution

Business Legal Support

Business Succession Planning

  • Shareholder Agreements

  • Confidentiality Agreements

  • Joint Venture Agreements

Please contact Teresa Jones (MA PGDL AILEx) for an initial consultation on:

M: 07896 032419

T: 01691 238701

Email: teresa@compassla.com

Website: www.compassla.com