Partners

We are proud to collaborate with other businesses who share our vision and values in order to provide our clients with additional services that can be offered by people we know, like and trust.

The National Will Archive

The National Will Archive

The National Will Archive is the trading name for the Society of Will Writers (Services) Limited which is part of the Society of Will Writers group of companies. We provide independent help, advice and support to both members of the Will writing profession and their clients.

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The Society of Will Writers

The Society of Will Writers

The Society of Will Writers is a non-profit making self-regulatory organisation which seeks to protect the public and serve the interests of those men and women who are active professionals in our field.

The Society has set itself two main tasks:

To promote to the public at large the real need and sense in having a valid Will; and to act as a self-regulatory body by vetting practitioners through stringent membership requirements, proficiency standards and on-going training ensures public assurance of their bearers’ expertise and competence

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Certainty

Certainty

Certainty the National Will Register is the Law Society's endorsed provider of a national Will Register and is chosen, endorsed and used by the public, legal profession, law firms, PI insurers, Government agencies, charities, the public and other associated sectors and organisations to Register Wills and Search for Wills.

Certainty is the longest-established and by far the largest register in the UK. Thousands of Will writing professionals and the public use Certainty to register Wills and search for Wills prior to distributing the estate. Registering your Will is an essential part of the Will making process and you should ensure you do so with a long-standing register with impeccable credentials.

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The Funeral Planning Authority (FPA)

The Funeral Planning Authority (FPA)

The Funeral Planning Authority (FPA) regulates providers of prepaid funeral plans in the UK. We are the only organisation that regulates prepaid plans in this way.

We were set up by the industry in 2002 to drive up standards, by creating a strict set of Rules and a Code of Practice which providers must comply with to achieve FPA registered status.

The FPA is a community interest company, meaning we operate solely to help and benefit customers. We have an independent Board and an independent Compliance Committee in place, to embed and drive the highest possible standards for anyone who have purchased or thinking of purchasing a prepaid funeral plan.

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Equity Release Council

Equity Release Council

The Council works to secure widespread awareness of the role housing equity can play in later life, whether that be funding of care, support family members, or simply to achieve lifestyle enrichment, and peace of mind. The equity release sector has provided politicians and policy makers with many pragmatic solutions to a range of socio-economic issues.

The future of the later life lending market looks ever more promising and with that comes more innovation, more choice for consumers and more opportunity for professionals to help those people unlock the wealth tied up in their homes. The Council welcomes new applications from those aiming to drive that development of a healthy, successful industry.

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Kings Court Trust

Kings Court Trust

Our sole purpose is to help families move on. We will do everything in our power to support and empathise the families that entrust us to take care of their estate administration. We understand that every estate and family is different so we go the extra mile to take care of absolutely everything that’s involved in the estate administration process.

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Unique Funeral Plans

Unique Funeral Plans

At Unique, we like doing things differently. We believe that no one should have to worry about affording their funeral. That is why our plans are up to 18-25% cheaper than other providers’. We believe that the right plan provider should give you something extra special.

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Golden Leaves Funeral Plans

Golden Leaves Funeral Plans

Golden Leaves and Lionheart can help you step by step with information and guidance to plan your funeral.

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Responsible Equity Release

Responsible Equity Release

We only deal with lenders approved by the Equity Release Council. Use our instant equity release calculator to see how much you could unlock!

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Safe&Secure Home Insurance

Safe&Secure Home Insurance

Safe&Secure provide buildings and contents insurance from a panel of 32 insurers including Legal & General, AXA, RSA, UK General, Liverpool Victoria, Ageas and Zurich, who provide quality Defaqto 4 & 5-star rated policies, providing Residential, Buy-To-Let Landlords, Tenants and non-standard property insurance.

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Call us today on: 01993 220281
01993 220281
07769 730616
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Lionheart Later Life Planning
31 Foxcroft Drive
Carterton, Oxon
OX18 3HT
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