City Private Wealth Advisor Reviews 

1
TrustScore 3.5 out of 5

3.7

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Company details

  1. Estate Planning Attorney
  2. Financial Planner
  3. Lawyer
  4. Tax Advisor
  5. Tax Attorney
  6. Tax Consultant

Written by the company

Specialist in Private Wealth advice including, Wills, Will Trusts, Trusts, Probate, Lasting Powers of Attorney, Inheritance Tax Advice, and Capital Gains Tax Advice. Also deal with Cross Border Estates and Taxation matters, Trust Disputes, and Estate Disputes. Free initial consultations, face to face, via video calls or over the phone. No fee charged until client satisfied with work. Fixed-fee agreed in advance before commencing work.


Contact info

3.7

Average

TrustScore 3.5 out of 5

1 review

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3.7

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(1)

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Rated 5 out of 5 stars

Efficient service

Very approachable and knowledgeable advisor. Also advised me on my inheritance tax planning during the Will writing process. Efficient service too. Thank you for sorting out my estate issues.

April 3, 2023
Unprompted review
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Reply from City Private Wealth Advisor

You are welcome Faith. I provide inheritance tax and capital gains tax advice to all my clients as part of their Will drafting process.

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