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.
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.
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.
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.
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.
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.
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
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…
Mr BiffenAll our questions were answered with full and simple explanations. The advisor who visited our home made us feel relaxed, although a serious subject we actually enjoyed our meetings. He was able to find life cover for us when we thought it wouldn’t be available. We were so impressed and will recommend Dunham McCarthy to everyone we know.
Mrs BhirthThis was a very, very good service. Superb communication at all times keeping us informed throughout the process. We were very pleased with the gentleman who came to our house and he gave superb advice for the benefit of our family. I have been recommending this service to everyone I know.
Mr TsangI decided to take advantage of the free Will offer. It was so easy and took hardly any time at all. Most of it was completed after work meaning I didn’t have to take any time off work or go anywhere else. We found it to be so helpful that everything could happen when it was convenient for us. We would definitely recommend.
Mrs EdwardsThis is an excellent service. The advisor was very knowledgeable and professional and the information provided was priceless. A real pleasure to deal with, so much so I have recommended several friends.
Mrs FordePrompt, friendly service. We had looked at various will writing companies, when a friend our ours recommended Dunham McCarthy. They delivered exactly what was expected but they worked around our work and went through things in detail. Why we had been putting off writing our Wills for so long I do not know.
Mr & Mrs SpeedWe were very pleased with the whole process. The service was convenient and professional, everything was discussed in simple terms, we have recommended Dunham McCarthy to all our family and friends for will writing.
Ms HarrisThe will writing process was so convenient; the staff were professional, knowledgeable and personable. They put me at ease throughout the whole process. I now feel reassured and would happily recommend their services to others.
Mr & Mrs MattyDunham McCarthy were fantastic they were polite and informative when they took our instructions. When they booked appointments they were very accommodating. The advice was clear, concise, accessible and professional – I have recommended their services to friends and family.
Mr NugentThe service was excellent, in fact the whole process was very thought provoking – Dunham McCarthy guided us through everything clearly. Nothing was too much trouble, all of the appointments were worked around us. We were really pleased, so much so we have recommended to 6 other family members.
Mr BaileyWhen our Will was done the advisor walked us through the whole service brilliantly. We liked the fact that the Will was then brought out to our home to check through, it was also great how everything was explained in detail. What was even better is that advice was given but not pressured into doing anything we didn’t want to.
Miss LopezI found the service very friendly and I am delighted to have received a Free Will that would have ordinarily cost me £119.00. Communication was prompt. When they went through the Will they made sure they went through everything thoroughly and clearly. Overall, I can't sing there praises enough I am very happy & pleased.
Mrs LeeThey explained everything without using jargon and gave us appointment times to suit us, not them. They also provided lots of options to ensure should the worst happen our family is well taken care of. It was a very quick turnaround from our enquiry to having a signed Will. The thing that stuck out most was the advisor who was so so friendly.
Mrs CageEverything was great about the service and the advisor was very nice. they came out to see us twice and were on time and explained everything so well in great detail. They also saved us a lot of money on our life policies and made sure it was structured in a way that gave us peace of mind should the worst happen - we would highly recommend them.
Mrs StevensI thought the service was really convenient, I was very impressed. I found the adviser polite, professional and helpful, and I found the process thorough, which gave me time to consider everything properly so I didn’t feel rushed.
Ms HamiltonBirminghamA truly fantastic service. The advisor that came out was lovely, very approachable & put me totally at ease and we can now rest assured everything is sorted - total peace of mind.
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.