I started my business in 2007 trading as Richardsons Legal Services, changing the name to South West Asset Protection in 2020 as I felt this was more descriptive of what we do.
We are now in our 14th year and the purpose of the firm has remained the same since the beginning, which is to protect the assets of our clients of all ages, but particularly for those like myself who are over 60, and we have many clients in their 70s 80s and 90s.
We are NOT Solicitors. We are NOT GPs. We are Specialists in this one subject of protecting our client’s assets. Using the tools of Trusts, Lasting Powers of Attorney and Wills.
However, just like Solicitors we are members of a Society. The Society of Will Writers and Estate Planning Practitioners, and just like solicitors we have Professional Indemnity Insurance (£2.5 Million) just in case there is ever a negligence claim against us, and I am pleased to say there never has been.
We must also put in many hours study every year which has to be logged with the Society and this is called Continual Professional Development study.
I am also incredibly pleased that we have been approved by Trading Standards under their “Buy with Confidence Scheme” for several years now.
The business became located in Plymouth in 2010 after starting in Honiton, East Devon and opened a branch in Exeter in August 2018 and a branch in Taunton in February 2020.
Sadly, all these offices had to temporarily close during the Covid 19 outbreak.
Several years ago now we started doing Seminars, free of charge, to the public and regular clinics and coffee mornings where potential clients can drop in and informally discuss their worries: the biggest worry being that their children might not inherit their home.
I am pleased to say that we have helped hundreds of people over the last 10 years by putting their home into Trust, and in a lot of cases we have also created a new Will to compliment the Trust and also created another essential, which is a Lasting Powers of Attorney.
We term this a Trust Package and as we save money and time doing all three at once, we always give the client a substantial package discount.
Another service we introduced a few years ago is interest free credit to pay for your Trust and today we only ask for a reasonable agreed deposit and offer 0% interest free credit over 24 months.
Monica Salvioni Reeder
I started working for Richardsons Legal Services back in 2014 as a part-time admin assistant and I got involved in my job straight away. I had experience with Italian law, which is different from the English one, and David Richardson proved to be an excellent coach. I have learnt so much throughout the years and my learning is still ongoing.
Because of my love for what I do, I’m delighted to say that I progressed in the company, first as an Operations Manager, then as an Operations Director, and finally and most importantly I studied to become a Legal Services & Estate Planning Practitioner.
I am passionate about protecting our clients’ assets and giving them peace of mind. Clients know that they can ask me as many questions as they want because it is paramount that they are happy with what they have done with us!
We hope to continue with our services for many years to come. We have some wonderful testimonials from our clients, and we plan to open our next office in SOUTHAMPTON to cover the South Coast of Hampshire and Dorset.
David Richardson ASWW