Private Client Services
At Davisons, we offer a full range of private client services to individuals, families, executors, trustees and attorneys. We will ensure that you understand the advice given without using ‘jargon’. All matters will, of course, be dealt with in a sensitive and timely fashion.
We endeavour to keep our clients fully informed about the changes that will affect their individual strategies. Our aim is to work with our clients when they ask for our professional help, to put in place the best possible arrangement to suit their individual circumstances and then to keep in touch with them afterwards to ensure the plans they make for the future continue to be both relevant to their needs and up to date.
We believe in client care and will take personal circumstances into consideration when arranging meetings. Our offices provide a professional meeting environment but we will make home visits when requested.
We can advise on the following products and services:
- Probate and Estate Administration
- Lasting Powers of Attorney
- Inheritance Tax and estate planning
- Community Care Planning
Please contact us for further information or to arrange a free consultation.
Phone: 01769 572404