Financial Advice
We provide a worldwide Medallion Signature Guarantee service. If you need financial advice, we are unable to offer that service directly. However, we can pass your details to a third party firm* who will be happy to assist you.
(Kindly note some firms may compensate us for passing your details to them. Remember investments carry risk. Please do your home work. We are not financial advisors)
Before seeking tailored financial advice, it helps to review our core service offerings and understand how advice works in the UK market. Explore topics like Transfer Shares After Death
to see how specialist advice intersects with estate and investment planning.
When it comes to regulated financial advice in the UK, all advisers must be authorised by the Financial Conduct Authority (FCA), you can check your adviser’s status via the FCA’s official site.
FCA
You might also find the government’s guidance on choosing a financial adviser useful.
0203 985 9551
“I live in Ireland and became an Executor to a Will where Verizon Shares had to be sold in America. Having spoken to various people on how to sell these shares and doing research, I managed to find IWC Probate and Will Services. From start to finish I dealt with a lady called Loren Jarvis by e-mail and telephone. Loren made my life so much easier - dealing with all the form filling and organising a Medallion Stamp. Her approach is very professional and she will keep you informed during the process. I would have no hesitation in recommending this Firm to anybody who needs to sell shares in America and I hope Solicitors in Ireland will learn from my experience and use this Company. Secondly the fee rate is not extortionate like some FIRMS.”
0203 985 9551