Planning for the future through Wills, Lasting & Business Powers of Attorney

Written by  Thursday, 11 July 2013 00:00
Andy

Dynamic Estate Planning Ltd

Andy Pearson is an Estate Planning Consultant with a wide range of experience from a 36-year career in Financial Services.

“Most people’s estates are made up of a combination of cash, property, investments and business assets. We all know from statistics that around 70% of the population do not have a will. To be honest, not everyone needs a will for their wishes to be met, but they should at least make that decision from an informed position. At the end of the day, wills benefit others when you’re dead, so why should you care, other than our emotion gene that pulls on us to provide and protect. On the other hand, we all have a vested interest in our own lives, which is why it never ceases to amaze me that around 96% of the population do not have lasting powers of attorney in place and many have never heard of them. For most of my clients, appreciating the impact not having these documents in place would have on them and their families, helps them to focus on the planning they require for themselves and their businesses.” Andy explains.

An extensive financial background and an impressive list of qualifications and memberships

Prior to setting up Dynamic Estate Planning Ltd, Andy was a Corporate Bank Manager, Private Banker and an Independent Financial Advisor. He holds the Society of Trust and Estate Practitioners (STEP) Advanced Certificate in Will Preparation (with distinction) and is an affiliate member of STEP. He is also certificated through the Society of Will Writers, and is an Associate of the Chartered Institute of Bankers and holds the Certificate for Financial Advisers.

The knowledge and experience he gained from these roles, and the qualifications, allows him to provide additional value to his clients. He approaches each client with a wide understanding of the nature and interaction of these different asset classes within their estates, beyond purely a legal solution.

Andy on networking…

“Being a member of Bowdon Business Club has had an immediate impact, not only on my business but also my own personal situation. I have received many good introductions from members to their clients and, because of the diversity of businesses within the club, have been able to connect my own clients with members who I know will provide great service. It has also made me reappraise my own situation, initially in respect of my pensions with Fintan Gannon and my insurances with Steve Allen. I would thoroughly recommend coming along to our Friday breakfast meeting to see what it is all about”

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