Wealth Management For You, Your Family And The Future

Swift & Moore offers a comprehensive wills and wealth management service in partnership with our trusted financial advisers. We aim to help you make safe and secure investments that provide steady returns to support you and your family.

We understand that writing a will is more than just distributing your wealth to beneficiaries. We also recognize that the goals and priorities of each client are different. To this end we make available a range of professionals to ensure the client’s stated aims are met.

Wills Advisory Service: leaving a legacy

Making a will is often linked to your wealth management plan, so as part of its one-stop approach, Swift & Moore also offers its clients wills advisory service.

We Can:

  • prepare, register and keep custody of wills,
  • obtain probate,
  • administer estates,
  • distribute assets to beneficiaries,
  • wind up estates.

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