Emma Linton Doig – Fortress

Fortress Financial Solutions,

This tool allows financial planners to add real value for their clients, by giving them the opportunity to plan the preservation of their estate in a clear, illustrative process.

With a background in law, I fully appreciate how time consuming it can be for a solicitor to meet with a client who has never before considered their estate planning. This tool allows financial planners to add real value for their clients, by giving them the opportunity to plan the preservation of their estate in a clear, illustrative process. The clients not only feel confident that they understand their estate and non-estate assets, they are able to present the finalised notes to their solicitor, which saves both parties time and money.