Matthew Wildeman

Estate Planner @Mw Estate Planning

Bournemouth, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2022 — Present

Estate Planner @Mw Estate Planning

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Doncaster, GB

Qualified Will Writer, Protecting You, Your Family and Your Business via Wills, Lasting Powers of Attorney (LPA) and Trusts.

EDUCATION

2011 — 2013

Society of Will Writers

Estate Planning, Legal Studies, General

2013 — 2015

STEP

Trust and Estate Practitioner, Legal Professions and Studies

2020 — 2020

STEP

STEP Advanced Certificate in Will Preparation , Legal Professions and Studies

2020 — 2020

Society of Trust and Estate Planners (STEP)

Advanced Will Preperation, Legal Professions and Studies

1978 — 1985

Park Grove School

9 ‘O’ levels – 1985

1985 — 1987

Matthew Boulton Technical College

Bachelor of Technology - BTech, Business Studies

2020 — 2020

STEP

Advanced Certificate in Will Preperation, Wills & Estate Planning

SKILLS

Inheritance Tax PlanningTrustsBusiness NetworkingFamily Protection TrustWillsCustomer ManagementProperty Protection TrustEstate PlanningBusiness Tax PlanningAsset Protection TrustInheritanceCustomer Service

ABOUT MATTHEW WILDEMAN

Having a Will is a vital part of sound financial planning. Even if you don’t have much to pass on, making your loved ones aware of what you want to happen after your death saves them a lot of heartache and Providing Peace of Mind.Matthew has worked as an Estate Planner for over 8 years. Initially he was the Senior Estate Planner and Will Writer for a large national financial services company. In early 2015 Matthew decided to break from this IFA firm and setup his own company, MW Estate Planning Ltd.As well as over 8 years’ experience of seeing clients and writing Wills, MW Estate Planning adheres to the Society of Will Writers strict Code of Practice, which includes Professional Indemnity Insurance. MW Estate Planning Ltd are experienced & qualified advisors can help secure your loved ones future by advising on Wills and Trusts arrangements in the event of your death. In addition helping with Lasting Power of Attorney to nominate people for action for yours or your loved ones behalf should there be a loss of Mental Capacity.No one wants to think of the possibility of death. But it is important to make sure that your family and other loved ones are provided and cared for if anything happens to you.Our Key Services include : Wills - Ensure that your wishes are carried out after your death Lasting Power of Attorney (LPA) Business LPA - Ensure that your wishes are carried out after your death Trusts - Looking after your assets For further details and help with Wills, Power of Attorney, and Your Peace of Mind Connect on here or contact me directly :by eMail at m••••••@mwestateplanning.co.ukor Call me 07•••••••02

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