Call: Stoke (01782) 639716 ... for a fast, professional, friendly service.
Our Objectives
Our overriding objectives are:
- to provide our customers with their Wills and Lasting Powers of Attorney at a value for money price; and
- to make the process for our customers as hassle free as possible; and
- to deliver the documents quickly and accurately.
Regular customer feedback confirms we achieve these objectives.
Our ethics: We provide a service that
- is comprehensive. We aim to remove the need for our clients to undertake any prior research (Where appropriate we discuss disinheritance of children, protecting disabled beneficiaries, overseas property, the problem with protecting property from funding long term care, inheritance tax. And then explain how Will trusts and severance of tenancy can help in certain circumstances;
- keeps it simple. We know many people find discussing their Will a difficult topic. We keep the discussion jargon-free, friendly, and easy to understand.
- is sales-pressure free. We explain our products and services and their relevant costs before asking our clients to commit to them. There are never any unexpected surprises.
Recommendation
Your satisfaction is very important to us. We have many testimonials thanking us for our help, the comprehensive service we provide, and the quality of the finished products.
This approach explains why over 80% of our business comes from personal recommendation.
We hope you too will find we offer a professional, friendly service at a value for money price, as we look forward to helping you protect what’s important to you through using one of our services.
About Us - Convenient Wills
Convenient Wills:
- is a specialist will writing business;
- launched in 2005;
- 80+% of our business comes from personal recommendation;
- is based in Newcastle-under-Lyme; and
- is owned and run by Rod Jones.
30 Years Experience of Advising
Staffordshire’s Residents
Rod Jones, the proprietor of Convenient Wills, has a career span of 35+ years - all involving aspects of financial and business advice, with a focus on customer service and care.
Rod’s career comprises 20 years with a High Street bank (10 of which were in management), 7 years as a financial adviser, and 9 years running Convenient Wills. All roles required attention to detail and good communication skills.
Rod passed:
- the Chartered Institute of Banker’s Banking Diploma - which tested his knowledge on property law and trust law (amongst others); and
- the Chartered Insurance Institute’s exams - to hold the Financial Planning Certificate. The CII exams tested his knowledge in trust law and taxation.
He continuously looks to keep himself up to date with events affecting his specialist area of advice.
Rod has been actively drafting Wills since 1999. Initially it was as an ‘add-on’ service to his financial advice, but then as demand grew he launched Convenient Wills in 2005. Rod now focuses 100% on will writing and Lasting Powers of Attorney.