Professionally Qualified
Consultants

Here to guide you through all of your estate planning requirements and offering financial advice you can trust.

Will Writing Service

We can provide you with a single or mirror will which will make sure all of your inheritance is handled in accordance with your wishes.

Power of Attorney

Creating a Power of Attorney in advance ensures that if the worst were to happen, you can rest assured that both your financial affairs and personal welfare are in safe hands.

Will
Writing

If you have dependant relatives, own a property, or have any type of asset which you wish a loved one or charity to benefit from then you need to make a will.

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Estate
Planning

Estate planning is an important element of your wealth management strategy, as it allows you to continue to help your loved ones after you're gone.

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Affiliates

We currently work with a large network of financial advisers who trust us to look after their clients estate planning needs.

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Messenger Financial Management : About Us

History

Messenger Financial Management Ltd was set up by James Messenger whilst working in the life insurance industry over the last 7 years, he realised that there was a gap in the market for a firm to take a holistic approach to protecting a client’s wealth and future legacy. Too often firms provide advice in just one area rather than looking at how the bigger picture looks.

Our objective is to make wills and legal services more accessible to more people by doing the following:

  1. Use English to explain legal terms
  2. Deal with clients over the telephone or in the comfort of their own homes not in a stuffy office.
  3. Meet with clients outside of the normal 9-5pm or at weekends around their busy lives.
  4. Price our solutions so they are affordable to all.

Messenger Financial Management Ltd are proud members of The Society of Will Writers, Membership No. ME80081001/15, and each of our affiliate members adhere to a strict code of practice to ensure quality and consistency in the service we provide.

We carry a Professional Indemnity Insurance policy with up to £2.5 million cover for claims against the estate planning advice we have given and subscribe to the Data Protection Act to ensure our clients can discuss their financial affairs with utmost confidence.

MEET THE TEAM


James messenger profile
James Messenger
Director

Testimonials

  • Male testimonial
    17th September

    "Thank you for all your help"

  • Female testimonial
    16th September

    "I feel this is more personal service........ Very Happy !!! Thank you :)."

  • Female testimonial
    9th September

    "Very helpful and understood exactly what I wanted."

  • Female testimonial
    26th July

    "The representative was very clear and extremely helpful."

  • Female testimonial
    16th May

    "The representative you sent was courteous, contacted me prior to arriving early, and made things uncomplicated and relaxed. Thanks."

  • Female testimonial
    26th April

    "James Messenger is very 'user friendly'. A good listener and answers all questions reassuringly. He talks you through the process explaining each stage clearly with no jargon."

  • Female testimonial
    2th April

    "James Messenger clearly knows his 'stuff' and instils confidence. Helpful with other 'death related' legal topics. Would recommend."

  • Female testimonial
    09th April

    "Professional service."

  • Female testimonial
    22nd March

    "Have not actually had appointment yet but already impressed with my dealings with your company by the helpfulness of your staff when I made initial enquiries."

  • Female testimonial
    07th March

    "Thanks for your time and sorry to keep you so late on a Friday evening. We look forward to receiving our Wills etc..."

  • Female testimonial
    03rd March

    "Good knowledge of products offered by your advisor."