A will is a legal document that sets out exactly what happens to your money, property, and personal belongings when you die. It also lets you choose who handles your estate and who looks after your children if they’re under 18.
Without a valid will, the law decides everything for you — and it rarely lines up with what people actually want.
Most people put will writing off, but the reality is simple:
Your assets may not go to the people you expect.
Your partner may not automatically inherit.
Your children’s future could be left unclear.
Family disputes become more likely without clear instructions.
The probate process becomes slower, more stressful, and more expensive.
A will protects your wishes, protects the people you care about, and stops the mess that happens when someone passes away without one
On occasion, we run a campaign or offer complimentary wills — this is entirely at our discretion.
If you choose to take up the offer, the will instruction forms must be completed and returned to us within 6 weeks of your mortgage completing.
If the forms aren’t returned within that timeframe, the complimentary will offer expires.
We don’t complete wills or trusts ourselves. All will writing and trust work is carried out by a specialist third-party company we work with. We handle the introduction and make sure the process runs smoothly, but the legal preparation is done by qualified professionals.
Montgomery Financial has helped thousands of first time buyers achieve their dream of owning a home. Our commitment to providing exceptional service throughout the whole process has earned us outstanding customer reviews. We understand that buying your first home is one of life's biggest decisions, which is why we guide you throughout every step with expert advice and support.
Montgomery FS Ltd is an Appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority.
There may be a fee for Mortgage Advice. The precise amount will depend upon your circumstances and will be agreed following your initial meeting.
Equity Release, Investments, Pensions, Wills, Trusts, PMI and Estate Planning will be referred to our authorised third-party providers. Montgomery FS Ltd and The Right Mortgage Network are not responsible for any advice received from the third-party providers.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Conveyancing, Wills, and some forms of Buy-to-let Mortgages and Commercial Mortgages are not regulated by the Financial Conduct Authority.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or other debt secured against it.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK.
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