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.Learn More
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.Learn More
We currently work with a large network of financial advisers who trust us to look after their clients estate planning needs.Learn More
Messenger Financial Management : About Us
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:
- Use English to explain legal terms
- Deal with clients over the telephone or in the comfort of their own homes not in a stuffy office.
- Meet with clients outside of the normal 9-5pm or at weekends around their busy lives.
- 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.