Perfect Experience

Our experience was just perfect.  A good listener, knows her products well, willing to advise, confident yet modest.  An asset to the team.

R & K Wilson, Garstang Garstang office Private Client

Clear Advice Feels Better

After reviewing one of our Court of Protection clients welfare benefit payments we have secured a back dated payment of £22,000 from Aug 2021, monthly income from £0 – £1,502.  Together with a previously secured ESA payment of £16,901.30 our client has  received a total of £39.216.30 which he did not realise he was entitled to without the support of his Deputy Oliver Banks and his amazing team.

Review provided by Abigail Cuffe, Garstang office Private Client

Commended for their expertise

I initially spoke to Mary in Garstang Office to enquire about setting up a Power of Attorney, Mary was polite and explained in detail what was required.

I next spoke to Lisa who gathered all of the personal information required to draw up the POA and this was followed up by a home visit from Mary for my part to be signed.  This was very much appreciated as a disabled, elderly person.

These two young ladies are to be commended for their expertise and the respect shown to me.

M T Gregor, Garstang Garstang office Private Client