ABOUT US

Our Core Values & Approach

The business was set up in 2003 as Dolphin Consultancy and changed to Wills & Trust in 2016. Wills & Trust will be managed with the same values that have stood since the start.

OUR VALUES

The fair treatment of our clients is at the heart of our business. We strictly adhere to the Treating Customers Fairly guidelines.

OUR APPROACH

We pride ourselves in providing personal bespoke solutions for your family and future generations.

OUR TEAM OF PROFESSIONALS

Nigel Dolphin

Nigel Dolphin

Managing Director

Nigel has worked in the financial industry for 22 years dealing with client’s bespoke needs, helping clients manage & plan their estates & take advantage of the knowledge gained over the years.

Ruth Dolphin

Ruth Dolphin

Director

With 23 years in the Financial Services Industry. Specialising in dealing with later life clients, and an expert in Wills, Trusts, and Lasting Power of Attorney.

Your Name

Your Name

Client Relationship Manager

Want to work for yourself, but within a team? All of our Client Relationship Managers are self-employed and work when it accommodates them and the business. For more information about this role, click this link.

BESPOKE

Wills and Trust has been set up with the aim of helping individuals and families protect themselves from life’s unexpected and expected events. We specialize in Wealth Preservation to suit the individual’s needs, as everyone’s needs are different, we can tailor a package to suit you and your family’s needs helping you provide that essential cover that you and your family needs. So, if you want a professional, trustworthy service from a reliable and friendly team you are in the right place. Just click the contact us section and set up a no hassle, free review to discuss your needs.

FULLY INSURED

Law Card Assist as standard.

Trusts are without doubt the most robust way to ensure that your wishes are respected and loved ones’ inheritance protected. However, whilst we are always confident that a Barrister Drafted Trust arranged by us would withstand a challenge from an organisation or someone that believes they are entitled to part of your estate, what we can’t do is prevent them from trying.

That is why we provide Law Card Assist membership as standard with all Trusts we have arranged.  Law Card Assist includes Legacy Protect, a unique protection that has been created by a Lloyds of London broker specifically for our Barristers and the clients.

The reason this is so important is because being able to defend a challenge will incur legal fees. Also, the person (Trustee) defending the Trust may be exposed to an ‘adverse costs order’ (having to pay the challenger’s legal fees) in the unlikely event that the defence is unsuccessful. This financial exposure can often result in the Trustee deciding not to defend the challenge.

Via Law Card membership, Legacy Protect is automatically attached to each Trust and is designed to provide a Trustee with the financial wherewithal to not only address the legal defence fees but also the exposure to the other side’s costs.

In the event of a challenge, an experienced Barrister would be instructed to launch the defence and the insurance gives the Trustee(s) the confidence to proceed without the fear of personal financial exposure.

Clients in receipt of our Trust deed automatically receive Law Card Assist membership for one year and have the choice to renew their membership and maintain the valuable Legacy protection annually for a modest fee. Currently £65 per annum.

Clients in receipt of our Trust deed automatically receive LawCard membership for one year and have the choice to renew their membership and maintain the Legal Expenses Insurance annually for a modest fee. Currently £60 per annum.

SATISFACTION GUARANTEE

Great customer service starts with trust. We want to make sure your experience with Wills and Trust is a positive one.  That’s why we offer the following guarantees:

14-Day Money Back Guarantee

If you change your mind during the first 14 days from instructing us to set up a product for any reason, we’ll refund your money. No questions asked!

PUTTING CUSTOMERS FIRST

Putting our customers first means thinking about customers first in everything we do, understanding and anticipating customers’ needs, delivering on our promises to customers and taking ownership to get things right for customers first time.

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