Heritage Will Writing treats you as a client with the highest professional standards. When undertaking to write a will, prepare a Lasting Power of Attorney or give long-term care or inheritance tax advice, we will do so with the upmost care and diligence.
ADAM JOHNSON PROFILE
Adam studied at the University of Southampton and the University of York taking a BSc (Hons) in Politics and International Relations and an MSc in Political Philosophy. After a period of time spent as an Agent Organiser for one of the main political parties, Adam entered a career in financial services with Lloyds TSB.
In 2006, Adam established two separate companies: Heritage Will Writing, a legal services company, and New Forest Wealth Management, a practice with St James’s Place Wealth Management.
Adam holds the Financial Services Diploma, including the AFP1 Advanced Diploma in Personal Tax and Trust Planning and CF8 Long Term Care Insurance. Adam is also a member of the Society of Will Writers (SWW) and Society of Trust and Estate Practitioners (STEP) and holds the STEP Advanced Certificate in Will Writing.
When not at work or undertaking further professional development, Adam spends his time playing local league football and sled dog racing. Adam has been the Affiliated British Sleddog Activities racing champion for 2009-10, 2010-11, 2011-12 and 2013-14 and can often be seen during the winter months training his team of Alaskan Malamutes in and around the New Forest.
We are proud to say that we put our clients first, ensuring the client experience is professional, informative and friendly and clients feel that they have got a will that both reflects their wishes and objections and is written in a way they that is easy to understand. We will take you through the process step by step to ensure we fully understand your needs and that you fully understand the work we carry out for you.
All clients are treated with the upmost confidentiality. We will never divulge the contents of your will to anyone else without your prior approval. All of your personal data is kept secure on our encrypted hard drives. We will never sell your personal data to any marketing company. We will write to you to inform you of any changes that may affect you as a client and the plans you have made, but you are responsible to ensure that your will is up-to-date.
We will occasionally write to you to offer some of our other services unless you specifically ask us not to. You are, of course, also protected by the Data Protection Act by which terms we are bound.
TERMS OF BUSINESS
Before we start any work on your behalf, we will send you a copy of our terms of business so you can understand how we will look after you as a client and agree the service levels that you require.
COMPLAINTS - CODE OF CONDUCT
As a member of The Society of Will Writers (SWW) and the Society of Trust and Estate Practitioners (STEP), we are bound by both organisations’ code of conduct. If you have cause for any complaint about the service you have received from Heritage Will Writing, please contact us in the first instance. If we cannot satisfactorily resolve your complaint, you may escalate your complaint with either or both organisations.
To date, we are proud to say that since we established Heritage Will Writing, we have never had any client complaints.
We hold professional indemnity insurance that covers our business for claims up to £5,000,000. This cover should provide some additional peace of mind so that when you entrust Heritage Will Writing to carry out a service on your behalf, we have protection in place should a problem ever occur.
Our Services Menu
The information provided here is intended to address the types of questions that people are often concerned about.
To see an outline of what we do and how we deliver services for our clients, please visit the Our Services page. You will find information on the key aspects of creating your will including:
Personal Reviews, Will Writing, Estate Planning & Tax Management, Lasting Power of Attorney, Discretionary Trusts, Special Provisions & Assurance (disabled beneficiaries), Severance of Tenancy, Secure Document Storage.
If you have a specific question, want more detailed information or want your will professionally prepared, then please just get in touch.