Planning for the future

Plan ahead and our trusted partners can help you and your family have a greater future

We do more than just provide mortgages and savings accounts for our members. We want to make sure we help you at every stage of life and have teamed up with trusted partners to deliver a range of legacy services from will writing to estate planning to Power of Attorney from APS Legal & Associates.

Will writing

Having an up to date Will ensures your affairs are dealt with in accordance to your wishes.

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Power of Attorney

Have the security of nominating someone to act on your behalf in the event that you can't make decisions yourself.

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£109 Will for qualifying members

Not only can qualifying members achieve peace of mind, you can also receive a discounted price on a Will. £109 for a basic Will plus free document storage, usually £40.

Do you qualify? Find out here

Essential guides

Why do I need a Will? What is a trust? Who are APS Legal & Associates? If these are some of the questions you ask yourself, you might find our guides useful.

Read our useful guides

Ready to book an appointment?

Are you ready to book an appointment with an APS Legal & Associates adviser to discuss your Will, Power of Attorney, trusts or anything else? Call 0344 481 4444 or complete our online form.

Complete our online form

Start planning for your future today, not tomorrow

Qualifying members* can get financial planning advice, including a free initial meeting, from our trusted partner Wren Sterling, which could be easier to access than you think.

Advice for under 30s

Retirement is unlikely to be on your radar, you’re probably too busy enjoying life. But it’s important to have one eye on the future. Early financial planning can go a long way.

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Advice for families

Whether you’re planning for a holiday or for your children’s education, you’re going to have to save. With the right advice you can create a financially stable future for your family.

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Pre-retirement advice

A retirement plan is about balancing and controlling your finances and investments. A good financial adviser can help you set your retirement planning with maximum benefit.

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Mortgages in retirement

We provide Retirement Interest Only mortgages to help older borrowers meet their retirement needs, as an alternative to equity release/lifetime or standard term mortgages.

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Post-retirement advice

When you do decide to finish work there are many different options that will impact your retirement income. It’s therefore important that the right selection is made to meet your needs.

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Ready to book an appointment?

Don't know where to start when it comes to planning for your future? Don't worry, you're not alone. Call 0344 481 4444 or complete our online form to book an appointment.

Complete our online form