Poole Bay Funding

At PBF Wills & Trusts, we are dedicated to providing exceptional will writing, powers of attorney, property protection, and probate services to individuals and families across Hampshire, Dorset, and beyond. Our team, led by experienced financial adviser Stephen, is committed to delivering straightforward solutions, outstanding value, and the highest standards of service to our clients. We believe in building long-term relationships, rather than one-off transactions, and strive to be referred to family and friends, the ultimate demonstration of satisfaction.

Our Expertise

With over 35 years of experience as a regulated financial adviser, Stephen has a wealth of knowledge in dealing with clients' financial needs. This expertise has enabled us to offer a holistic approach to our services, ensuring that our clients receive comprehensive advice tailored to their individual situations. Our will writing facilities are a natural extension of our independent financial advice services, and we are proud to offer a range of solutions designed to provide peace of mind and protect our clients' assets.

Our Services

We offer a wide range of services designed to meet the unique needs of our clients. Our will writing services enable individuals to plan for the future, ensuring that their wishes are respected and their loved ones are protected. Our powers of attorney services provide clients with the security of knowing that their affairs will be managed according to their instructions, even if they become unable to do so themselves. Our property protection services are designed to safeguard clients' most valuable assets, while our probate services provide expert guidance and support during a difficult time.

Why Choose Us

At PBF Wills & Trusts, we pride ourselves on our commitment to excellence and our passion for delivering outstanding service. We understand the importance of building trust and rapport with our clients, and we strive to create long-term relationships that are built on mutual respect and understanding. Whether you are seeking advice on will writing, powers of attorney, property protection, or probate, we are dedicated to providing expert guidance and support every step of the way.