Chartered Financial Planners

Our high quality and efficient legacy planning service in Farnham is specially designed to enable you to bequeath your assets and property to your loved ones after your death. Planning how your wealth will be looked after when you are no longer here requires careful structuring. Not only to make sure your wishes are reflected, but to ensure it is managed in the most financially efficient way.

Charitable foundations, family trusts and family investment companies are examples of some of the tools we use to make sure that what you leave behind proves to be the legacy you intended.

Expert Advice For Your Legacy Plan

We are experts in legacy planning With years of knowledge and experience, we strongly believe that financial planning comes from technical knowledge and creative thinking but most importantly the ability to understand client circumstances. Our financial consultants demonstrate a holistic approach to all clients and their circumstances thus offering the best outcome.

Reasons To Choose Our Specialist Legacy Planning Service In Farnham

At GQI, we are teaching the next generation the value of money and how to look after it can be a difficult and daunting task. We can facilitate meetings to help younger members of the family not only manage wealth but prepare for the inheritance that is to come. By engaging early, the risk of a sudden windfall going to their heads is greatly reduced.

We have found that intergenerational knowledge sharing can help improve relationships. It can also increase feelings of appreciation around the legacy they are taking forward.

Get in touch...