Client Servicing
CLIENT SERVICING
our business model is our relationship with our clients.
At Affnity Legacy Planning we understand that the true underlying value in our business model is our relationship with our clients.
It is therefore core to our short, medium and long term strategy to meet and exceed our clients’ expectations.
It is common knowledge that every individual has a preference on how often they would like to review their estate planning arrangements and bi-annual analysis may not cater for everyone’s needs.
To continually ensure our recommendations are relevant to both a client’s arrangements and future planning, Affnity Legacy Planning will work with the client and their individual needs and schedule to create a tailored review process.
Our Commitment To You
Supporting You Every Step of the Way
Free Consultation:
No-obligation advice tailored to your needs.
Fully Trained Consultant:
Knowledgeable and accredited professionals.
Value for Money:
Transparent pricing with no hidden fees.
Confidential & Secure:
Your privacy is always respected and protected.
Peace of Mind:
Reliable, trustworthy service you can count on.
Fully Indemnified:
You’re covered for complete protection.
Simple & Straightforward:
Clear guidance without legal jargon.
Home Comfort:
Instructions taken in the comfort of your own home.
Awards
Award-Winning Service You Can Trust
Estate Planning Firm of the Year 2021
Best Estate Planning Company South East 2021
