Estate planning in Worthing

“Back in April 2022 I chose Pembroke as my advisors for an Equity Release basically to keep my 6 year old grandson at his private school. It was handled by the Principal Mortgage Advisor Paul Grennan and his assistants Julie Ward and Carol Mitchell. Right from the start they were very professional, prompt, friendly and always responded to any questions I had. For reasons that had nothing to do with Pembroke my equity release took 7 months to complete. I was on the verge of giving up, selling my house and removing my grandson from his school, the stress levels were getting unbearable. Julie and Carol were amazing, they never gave up, they kept pushing and they kept me going with their kind and motivational words. God knows how many phone calls and emails they had to make on my behalf. We got there in the end and I can't praise Julie and Carol highly enough (and you Paul!). As part of the service they have also made a complaint for me for the amount of time it took. I would recommend Pembroke to anybody, they went totally above and beyond and if I could give them more than 5 stars I would.”

Nsure Wills & Estate Planning Services is a specialized legal practice located on Rowlands Road in Worthing. Operating within West Sussex, the firm assists clients in securing their family's future and managing personal estates. Core services include the preparation and drafting of legally sound wills tailored to complex personal circumstances. The practice assists with Lasting Powers of Attorney (LPA) registration, probate guidance, and estate administration. Expert estate planning advice is provided to minimize inheritance tax liabilities and protect personal assets.

“I recently had an initial meeting with Gill Lynes to discuss my financial arrangements as I approach later life, having been fairly recently bereaved. She was very knowledgeable, understanding my situation clearly, and gave me a lot of confidence. He advice was very helpful and freely given. I would thoroughly recommend Carpenter Box as a step towards gaining control of private finances. Thank you so much Gill.”

“Really polite, helpful and never had any problems been a massive help when needed definitely recommend them to people I know”

“Paul Clifford helped my Father and I navigate equity release patiently and professionally. Paul found a product which suited my Father’s requirements perfectly and was immediately responsive to any queries that we had. I would not hesitate to recommend Paul and his team.”

“The employees at Thy will be done were very clear and patient with me when I struggled to get all the admin and signatures done, I would definitely recommend them and so far am very satisfied with their work, many thanks.”

“Jon has been very good and very efficient from the very beginning of our mortgage journey. As first time buyers we didn’t have a lot of knowledge on how it all works and Jon was very good at explaining everything to us in detail. Very prompt in his service and great communication through the process. Highly recommend. We will be using Jon in years to come.”

“23/10/2024 Today I was contracted for cleaning services. Adam ,was very personable. His communications were super clear and fast supported with prompt payment. A pleasure to work for. ***Recommended customer.***”

“So far these wonderful people have, helped me understand all the positives and pitfalls of this type of investment. Did not push to get what I was not sure of, and have made my investment grow. Especially compared to the Banks lowering interest rates. If I am unsure of anything I can call and talk on the phone or easily make an appointment for a face to face meeting, Brilliant crew all round. Five stars all the way from me.”

“Had a question about my pension and as promised they checked and called me back the same day...Good service.”

“The team at Emerald is wonderful. We have used them multiple times over the years, and the service is great. We have always had an excellent experience and felt able to make informed decisions based on the advice provided. Highly recommend.”