Trust Banks

Marshall Wills and Trusts

Marshall Wills and Trusts is a company based in Andover, England that specializes in providing financial services related to trust banks. Their Wessex Suite location at Union House on Union St is a convenient option for clients seeking professional assistance with their financial planning needs.

Introduction to Marshall Wills and Trusts

Marshall Wills and Trusts is a trust bank located in Andover, England. Founded in 1999, the company has been serving the community for over two decades. Their goal is to help individuals and families preserve their wealth for future generations. What sets Marshall Wills and Trusts apart from other companies in the same industry is their personalized approach to each client. They take the time to understand their clients' unique situations and create customized solutions to meet their needs.

Services & products

Marshall Wills and Trusts offers a range of financial services, including will writing, estate planning, and trust management. They also provide advice on inheritance tax planning and asset protection. Clients can trust that the company will handle their affairs with the utmost care and attention to detail.

Location

Marshall Wills and Trusts is located in the Wessex Suite of Union House on Union Street in Andover, England. The area is known for its diverse mix of businesses, including shops, restaurants, and professional services. The company is conveniently located near public transportation options, including the Andover Bus Station, Andover Train Station, and Andover Taxi Rank, all within a mile of the office.

Benefits

Clients should choose Marshall Wills and Trusts because of their commitment to providing personalized solutions tailored to each client's unique needs. They offer a range of financial services designed to help individuals and families preserve their wealth for future generations. The company's experienced team of professionals is dedicated to delivering exceptional service and ensuring complete client satisfaction.

Good to know

Clients should be aware that Marshall Wills and Trusts is a trust bank and not a traditional bank. They specialize in providing financial services related to wills, trusts, and estate planning. Clients should also note that the company's services are available by appointment only.

Reviews

Customers rave about Marshall Wills and Trusts' personalized approach to each client. They appreciate the company's attention to detail and the peace of mind that comes with knowing their affairs are in capable hands. Clients consistently report being satisfied with the service they receive and recommend Marshall Wills and Trusts to others.

Amenities

loan services
investment services
financial planning
private banking
trust services
insurance services
credit card services

FAQ

What experience does your bank have in managing trusts and estates?

We have been managing trusts and estates for many years and have a team of experienced professionals who specialize in this area. We work closely with our clients to ensure their needs and goals are met, while also providing guidance and expertise along the way.

How do you ensure the privacy and security of customer information?

We take the privacy and security of our customers' information very seriously. We have strict policies and procedures in place to protect customer data and ensure that it is kept confidential. We also use the latest technology and encryption methods to safeguard against any potential threats.

Can you provide examples of successful trust and estate planning your bank has done in the past?

We have helped many clients successfully plan and manage their trusts and estates. We have worked on a variety of cases, from simple to complex, and have helped our clients achieve their goals while minimizing tax liabilities. However, due to confidentiality reasons, we cannot disclose specific details about our clients and their cases.

What is your process for selecting investments for trust accounts?

We take a customized approach to selecting investments for our trust accounts. We work closely with our clients to understand their goals and risk tolerance, and then develop a tailored investment strategy that meets their needs. We also regularly review and adjust the portfolio as needed to ensure it remains aligned with our clients' objectives.

How do you communicate with customers to keep them informed and updated on their trust accounts?

We believe in open and transparent communication with our clients. We provide regular updates on the performance of their trust accounts and are always available to answer any questions they may have. We also schedule regular meetings to review the account and discuss any changes or adjustments that may need to be made.