Special Event for Powers of Attorney

If you hold power of attorney (property and financial affairs) for a relative or friend please join us on Wednesday 18 July for a coffee morning with Richard Higgs, Chartered Financial Planner and Director of Wealth West Ltd.  At this event we will discuss the challenges of being an attorney and the benefits of taking financial advice.

                What:   Financial advice coffee morning for powers of attorney (property and financial affairs)

                Where:  Trym Lodge, 1 Henbury Road, Westbury-on-Trym, BS9 3HQ

                When:  Wednesday 18 July, 9.30am – 11.30am

Topics we expect to cover include:

  • The responsibilities of a power of attorney for property and financial affairs, from meeting day to day bills and expenses to managing long term investments such as stocks and shares, and making major decisions such as how to fund long-term care 
  • Your duty to act in the best interest of the donor and how to meet this in the face of other pressures, such as a lack of time or experience or outside pressure from other concerned family members including those who stand to inherit 
  • How taking independent financial advice can relieve you of some of your responsibilities while ensuring you meet your duty of care, and provide objective assurance for yourself and interested others that you are doing what’s best for the donor

The event is free but booking is required as there are limited places available.  To book please call (0117) 966 5699 or email richard.higgs@wealthwest.co.uk.  

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Quote Mark
  • "I am so pleased I decided to get in touch with Richard. He helped me to re-organise my finances so that I get a better income. I had no idea how to go about this and Richard's advice and practicality in this matter has been invaluable. Richard keeps me very much up to date and his clear explanations and friendly manner are much appreciated" Valerie Buchan (Retiree), Henleaze
  • "We have a personal relationship with Richard which helps inspire communication and builds up a better understanding of the portfolio. We have had a very friendly, responsive and professional experience. Richard always responds to emails very quickly and is always helpful" Chas and Jackie Saw (Pre-Retirees), South Bristol
  • "The service we have received has been highly satisfactory. It is great having a local financial adviser who is readily accessible for advice." Albert and Audrey Stiles (Retirees), Westbury-On-Trym
  • "We can only say the service we have received has been 100%! We find the personal contact gives us more confidence to discuss our situation. All queries are efficiently dealt with." John and Nancy Thorpe (Retirees), Westbury-On-Trym
  • "Richard provides a very flexible, excellent customer service. Richard is very organised and very easy to work with. He has excellent knowledge which is explained clearly." Marcus and Kelly Jones (Family), Henleaze
  • "We have found it very good having a local adviser. Richard always calls around when requested. We get a very good personal service and Richard clearly knows what he is doing." Chris and Carolyn Carwardine (Retirees), Sneyd Park
  • "Richard has offered us a professional, personal, face-to-face service. He has delivered an excellent service to us, meeting and exceeding our expectations. We welcome his personal approach and attention to detail. Richard identified some potential savings for us at our very first meeting." Matt and Zoe Hill (Family), Westbury-on-Trym
  • "We have found the service of Wealth West very consistent and reliable. We are very confident in the service given. Follow-ups have been thorough and explained with understanding as Richard has good teaching qualities." Bob and Norma Hall(Retirees), Coombe Dingle
  • "Richard has always been very accessible, a real advantage and gives me confidence in our dealings. The level of service has been first class. Richard has always carried out his promised actions on time. Any technical advice has been explained in a very clear and understandable manner." Donald Owen (Retiree), Coombe Dingle
  • "The service has been a perfect blend of professionalism and care for us and our money. Gives advice in a way that we can understand easily. Have recommended Richard to others and will continue do so." Ralph Payne(Retiree), Stoke Bishop
  • "With Richard we are not talking to a salesman with targets but someone we know and we know where his office is. Someone who also knows the area we live in and no call centre ethos!" Vanessa Payne (Retiree), Stoke Bishop
  • "We have found Richard to show a personal attention to our needs and the process involves a relaxed discussion of options with no pressure and this has helped us feel confident in the decisions made. The accessibility of being able to make contact at any time and of being seen at home is a great advantage." Colin and Elizabeth Sleith (Retirees), Stoke Bishop
  • "The level of service has been very good. I am also very happy with the advice received and the level of technical knowledge." Gillian Dunphy (Retiree), Stoke Bishop
  • "Richard is cautious and suggests ideas in a reasonable and sensible manner. But he is not pushy! I feel confident in Richard's technical knowledge and able to make careful, sensible decisions. I would be happy to recommend Wealth West!." Jeremy Krause (Retiree), Clifton
  • " Richard offers a great, tailored approach to financial advice. He feels more like a friend than an anonymous advisor. The level of service has been wonderful. I really like how Richard is proactive in considering issues we hadn't thought of, rather than just helping with our queries. Richard is a really safe pair of hands and is always up to date with the most recent changes and opportunities." Alex and Rachel Major (Family), Westbury on Trym
  • "We have found having a local advisor beneficial in that we have been able to deal with the same person throughout, enabling easy access with rapid response. We feel we have had a good level of service with explanations easy to comprehend whilst taking account of our circumstances with a level of risk we are comfortable with." Owen and Patricia McNamara (Retirees), Westbury on Trym
  • "The service I have received from Richard and June has, so far, been excellent. Both of them, at the end of the telephone, have dealt with any problems very quickly and efficiently. Home visits are also a very good part of the service, another personal touch." Jenny and Keith Higgs(Retirees), Shirehampton
  • "The help I received to sort out a pension from the 1970's was sorted out extremely well and very much to my advantage, thanks to their knowledge and assistance." Jenny and Keith Higgs(Retirees), Shirehampton
  • "It's a personal service. Richard is very easy to talk to and we felt that he cared." Gordon and Sandra Inglis (Retirees), Henleaze
  • "I value the convenience of regular home visits and being informed of my current financial situation." Barbara Allen (Retiree), Stoke Bishop
  • "We have found that being advised by a local adviser on a face-to-face basis inspires us with confidence, knowing he is the one making the decisions. We are very happy with the service, it is nice to be having meetings in our own home." Tony and Angela Cropper (Retirees), Henleaze