Andrew Chalmers, Lifetime Estate Planning

Business Description

After obtaining a Bachelor of Arts Degree in Accountancy & Law from Stirling University in 1980, Andrew has worked in the Financial Services sector in various roles: Most notably as an Independent Financial Adviser and as a Business Development Manager for various well known providers – Standard Life, AXA, NPI, Cater Allen Private Bank & Butterfield Private Bank where he was Head of Business Development. More recently Andrew has worked with two of the most respected companies in the provision of Prepaid Funeral Plans – Golden Leaves & Golden Charter where he was National Sales Manager. He is a fully qualified Associate of the Institute of Professional Will Writers (IPW) and strictly adheres to the IPW`s Code of Conduct, approved by the Trading Standards Institute.

As an Associate of the Institute of Professional Will Writers Andrew is:

  • Qualified by examination to give advice
  • Carries £2.5 million of professional indemnity insurance to protect you
  • Has been vetted by the Disclosure & Barring Service as fit and proper
  • Attends Continuing Professional Development seminars throughout the year
  • Bound by the strict Code of Conduct of the Institute of Professional Will Writers

At Lifetime Estate Planning we really do make sure that peace of mind and affordability go hand in hand. The foundations of our company are based on our professional estate planning expertise and principles, incorporating our ethical values along with our affordability, peace of mind and unique service that we offer to all our clients.

The service that we promote provides a convenient and cost effective alternative to that offered by Banks and other High Street legal service providers. We visit clients in the privacy of their own homes, our consultations are free and we explain everything in plain English. We believe that the satisfaction and contentment felt by all our clients who know they have planned ahead and tied up all those loose ends, is without comparison.

My Recommendations

Dr & Mrs Nicholson need a will, please make contact

from Dave Ellis

Mr & Mrs Harrison need a will, please make contact

from Dave Ellis

Accreditations & Qualifications

BA - Bachelor of Arts (Accountancy & Business Law)

AIPW - Associate member of the Institute of Professional Will Writers