my wealth manager

my wealth manager
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Why sort out your affairs?

Many people struggle to maintain good records of their assets which can cause major problems for the families of elderly clients when they pass away.
 

Missing assets or “orphan assets” as they are known, total billions of pounds, from unclaimed life insurance and  missing bank accounts.

“I have been a solicitor for over 30 years and it is a real task at a difficult tme to realise all their assets when people die. Families can wait over a year to wind up an estate and gain access to the funds due to poor record keeping. Sadly, family members have to search to find all the details I need to finalise an executry. Inevitably it comes down to tracking down the plastic bags or briefcase with the information but inevitably it is not up to date and I am sure many assets are lost through poor record keeping.”

Mr James Craig,Solicitor,Archibald Sharp Solicitors,Glasgow.

 “Six years after my father passed away after going through some old paperwork I discovered a unit trust holding worth £8,500 that no one knew existed..My Wealth Manager is exactly what I have been looking for”

Mr Daniel Boyle

 


 
My Wealth Manager is a trading style of Johnston Gray & Wardrop Limited. Johnston Gray & Wardrop Limited is registered in Scotland no. 124010.
Johnston Gray & Wardrop Limited is authorised and regulated by the Financial Services Authority no. 165729. The guidance and/or advice
contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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