Yes, it’s that simple, we want to help you protect your hard earned assets in the event of your death or incapacitation.
Our approach uses a tried and tested combination of Wills, Trusts and Lasting Powers of Attorney (LPA). These cover the most common threats to your asset base; your home, savings, investments, life assurance, pension plans and death in service benefits.
We are based in Olney and look after clients locally as well as in surrounding areas such as Milton Keynes, Northampton and Bedford.
Tim Mullock, the owner of Adept Asset Solutions Ltd has been in the business of financial protection since 1986 and formed Adept Asset Solutions in 2015.
"As a family man myself I realise the importance of protecting my family now and in the future" say Tim "but I wasn't really seeing these family values being portrayed in the industry so decided to set up Adept"
We prefer face to face meetings to enable us to fully understand your requirements and provide the best solutions for you.
Adept Asset Solutions is all about families and helping them to mange their wealth and ultimately protect their estates.
Using our own expertise and collaborating with external legal services we are well placed to look after individuals, couples, families and businesses when it comes to asset planning and management.
Our aim is peace of mind, that's YOUR peace of mind, knowing that everything is legally compliant and safe for future generations.