davidnichollsassociates.co.uk
David Nicholls Associates provides legal and financial protection services. The firm covers wills, lasting powers of attorney, trusts and life insurance. It is based in Bournemouth and authorised by the Society of Will Writers.
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Clear, plain-language explanation of legal and financial concepts is a recurring discussion point. How accessible documents are made for clients is mentioned regularly.
Response times and appointment scheduling are recurring topics. The timing of completed documents is also discussed.
Guidance across wills, trusts and powers of attorney is discussed across many accounts. How this supports client decision-making is also raised.
The approachability of advisors during consultations is a recurring theme. Interactions around scheduling and follow-up are mentioned regularly.
The overall picture is largely positive. Communication, service delivery and guidance are recurring themes.
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David Nicholls Associates provides legal and financial protection services from Bournemouth. David Nicholls began as a mortgage advisor in 1996. The company was formally established as Nicholls Financial Services in 2011 and trades under the David Nicholls Associates name. The firm is authorised by the Society of Will Writers, with advisors holding many years of financial and legal experience.
The firm specialises in wills, lasting powers of attorney and trusts, including discretionary, children's and lifetime trusts. It also handles life insurance and related estate planning matters such as severance of tenancy and power of attorney guidance. Advisors aim to explain documents in straightforward, jargon-free terms. Fixed pricing applies, with wills offered as a one-off payment.
David Nicholls Associates offers consultations by phone, email and Zoom. Weekend availability is provided for clients who need it. The firm publishes free educational content through online videos. It also partners with charities in the local community.