When her client looked to update her will, a local Financial Adviser contacted Private Client Partner and Notary Public Tonina Ashby for help.

Tonina travelled to meet the client in a residential home, discussed her requirements and prepared a new will for signature. The client wished to sign her will outside of the office and Tonina was able to guide her through the arrangements for signing to ensure the will was validly completed.

Following on from Tonina’s visit, her client provided a testimonial for her. She said: “I found Tonina was most approachable and prompt to answer calls. It was easy to contact her and receive appropriate advice.”

Tonina is looking forward to helping other clients update their wills in the future.