Welcome

How can we help?

Wikipedia defines Estate Planning as ‘The process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death’. We think that Estate Planning is simply helping clients to leave their families financially secure.

Will Writing

Rich or poor, old or young, everybody should make a Will.

Property Trusts

Trusts are the tools of our trade, find out how they can help you.

Insurance Advice

The intelligent have plans; the wise have insurance.

Inheritance Tax

Less tax means more for your family, take advice today.

Powers of Attorney

Make life simple for those you love, make a LPA.

The DM

Group

Dunham McCarthy is a specialist estate planning firm that is a member of and is regulated by the Institute of Professional Willwriters, it is a subsidiary of The Dunham McCarthy Group.

In addition to Dunham McCarthy the group includes OpenLife a financial services firm that specialises in insurance and is authorised and regulated by the Financial Conduct Authority. Also within the group is DM Secure Storage, a specialist document storage firm that is responsible for keeping safe all the group documents.

The Dunham McCarthy Group is always evolving and we hope soon to expand with DM Mortgage Services and DM Wealth Management.

Recent

MILESTONES

January 18, 2017

On this 18th day of January 2017 our fantastic drafting team here at Dunham McCarthy have just completed their 10,000th Last Will and Testament.

August 1, 2016

Thanks to the recent additions of Nadeem Khan and Stephen Nock our free will writing team is now 10 advisors strong.

March 31, 2016

March this year the 70th employer joined our employee benefit program. In total our discounted and free services are now available to over 200,000 employees.

A little about

Our Team

Dunham McCarthy has grown from a small partnership, to a group of companies employing dozens of professionals from a wide range of backgrounds.

They say ‘none of us is as smart as all of us’, so whether protecting assets, planning for the unforeseen or maximising wealth, together the exceptional individuals on our team will combine their efforts to help you achieve your goals.

10345 +

CLIENTS

6124 +

WILLS DRAFTED

100 %

POSITIVE FEEDBACK

Our
Beginnings01.

Our firm was originally established to help local government employees with younger families plan for the future; we did this by providing discounted estate planning options to young parents. It is from these humble beginnings that Dunham McCarthy has grown into a firm helping many tens of thousands of public sector employees obtain affordable and convenient professional services.

Our
Philosophy02.

We help people. It sounds simple, yet frequently clients tell us they have contacted other organisations only to be treated like a number. At Dunham McCarthy we believe that it is only possible to provide quality advice by fully understanding a client’s specific circumstances and by anticipating a client’s future needs.

Our
Mission03.

Simply put it is to reach our business goals through uncompromising dedication to client service and ethical standards - to put our clients whose satisfaction is at the forefront of what we do, at the centre of our world.

Have you made yours?

WILL WRITING

Research suggests that more than two-thirds of people in the UK don’t have a Will. Many people believe they are either too young to write a Will or that it’s too expensive or they don’t have enough money or property to make writing a Will worthwhile.

The reality is that dying without a Will can make what is already a difficult time a lot harder for your family. You risk depriving your spouse or partner of their home, increasing any potential inheritance tax liability and leaving your estate in the wrong hands. With a younger family if the worst happens, in addition to having to deal with the loss of a parent or parents children are also faced with other problems. For example they may have to move house or change school; they may even be taken into care whilst social services appoint a suitable guardian.

If you haven’t yet made your Will now is the time to act; especially if you have children. Do not leave it until tomorrow, life is uncertain and ‘tomorrow’ won’t come for an unfortunate few of us.

Our advisors work from 8:30 in the morning until 10:00 in the evening (our last appointment is 7:30pm), this means that if like many of us you have to work during the day, we can meet with you after work, and if you have young children we can meet with you after they have gone to bed. Also, providing you live in the greater midlands area we are happy to visit you at your home without any extra charge (see the area we cover).

We have worked hard to make our service as convenient as possible, so there really is no excuse to put off making your will.

To fully understanding a client’s specific circumstances we believe it is essential to sit down and talk – face to face. To this end all of our advisors are able to visit you at home or you are welcome to come to our offices and meet with us here.

Dunham McCarthy joined the IPW (Institute of Professional Willwriters) in 2011. The reasons we joined are simple; to promote the highest possible standards within our Will writing team and to protect the interests of our clients.

Because of our membership you are assured that Dunham McCarthy:

  • have £2million Professional Indemnity Insurance cover to protect clients
  • have £2m Public Liability insurance cover
  • have undergone a Disclosure & Barring Service disclosure
  • undertake regular training to maintain advisors knowledge
  • are subject to the Institutes Code of Practice which has been approved by the Trading Standards Institute under its Consumer Codes Approval Scheme

Find out more about our

FREE WILL WRITING SERVICE

Client

Feedback

Our aim is to build long-term relationships with our clients. To this end, service quality is at the centre of our business, every member of our team shares the belief that exceptional should not be the exception but the rule. But don’t take our word for it, take our clients…

We believe that the best way to improve is to constantly gather, review and learn from client feedback. So if you have had a great (or not so great) experience, let us know. Leave Feedback

Get in touch

CONTACT US

Feel free to get in touch to book a consultation or if you simply have some questions, our team of specialists are always happy to help.

PHONE:

01785 711556

EMAIL:

Enquiries@Dunham-McCarthy.co.uk