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Wills

Wills

A will ensures that our assets pass to those we choose. It also avoids extra stress for our loved ones at a very difficult time.
Trusts

Trusts

These are a way of ensuring the protection of the assets we have worked hard for all of our lives, like the family home.
Lifetime Mortgages

Lifetime Mortgages

This is via companies having access to many lenders giving cost and type choices.
Power Of Attorney

Power Of Attorney

If we lose mental or physical capacity, not necessarily from Dementia or Alzheimer’s, but after a fall, car accident or a stroke we may not be able to sign any documents at all.
Pension News

Pension News

Keep up with the latest pension news from one of our partners.
Probate

Probate

This is required when we die and often the family need assistance. We can help with this and can access favourable and fixed rate fees.
Home Insurance

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.
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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