Tell us about your business:
Thomas Bradley & Co believe that every decision you make, whether it’s writing a Will, buying a home, planning for retirement, or protecting your assets, has the potential to shape your future.
We listen to not only what you need, but what you want. We will provide you with clear legal and financial guidance, supporting you every step of the way.
We are partnered with 15 UK charities, helping them raise legacies to fund their services long into the future. Our clients take advantage of our Will for Charity service (Free Will for Over 50’s) and pledge a Gift in their Will. If you would like to leave a legacy to a great cause please contact us.
What services do you offer to support customers who are dealing with legal issues, or are facing bereavement?
Wills, Will Reviews, Power of Attorney, Trusts, Executry, Inheritance Tax Planning
Describe a situation (in your specific area of expertise) that was particularly challenging, and how you helped the client through this difficulty?
Last summer, our Estate Planning Consultant Alasdair went out to visit John. John had been referred to our Free Will Writing Service by Macmillan Cancer Care. A resilient individual in his 70s, John was a two-time cancer survivor who was in remission and recovery. Therefore, it was a priority that we got out to visit him to take his Will instructions.
Alasdair drove to Edinburgh to visit John at his home for his consultation. As a widower, John was keen to leave his assets and sentimental objects to his family – his two children who had supported him throughout his treatment and his two wonderful grandchildren.
However, navigating the complexities of estate planning can be daunting, especially for someone recovering from serious illness. John’s situation required sensitive handling – it was crucial that we provided him a comfortable space where he could ask questions and make informed decisions regarding the future of his estate.
We were able to assist John by drafting his Will, and providing him with the necessary information about arranging a Power of Attorney in the near future. This comprehensive service ensured that his wishes were legally documented. Furthermore, John now understands that in the event of any future incapacity, we can arrange for his affairs to be managed according to his preferences.
In a touching gesture, John decided to leave a legacy to Macmillan, a charity who has supported him throughout his journey which reflected his gratitude and desire to support others who may find themselves in similar situations.
John was able to receive his Will, giving him peace of mind that his children and grandchildren would be taken care and that his wishes would be respected.
Thomas Bradley & Co’s approach is centred on empathy and understanding. We aim to make the Estate Planning process as smooth and stress-free as possible by:
- Offering specialised advice and information tailored to his health situation.
- Fast-tracking his case to accommodate his health needs.
- Ensuring open and ongoing communication, allowing John to contact us anytime for support.
We understand that like John, every one of our client’s has a unique journey, particularly for those dealing with health challenges. Our experience with John reinforced our values of:
- Offering timely and specialised support.
- Maintaining flexibility to cater to individual needs.
- Providing a comfortable space for questions and queries.
Our time with John highlights the critical role of compassionate and tailored services when supporting clients through sensitive and crucial life stages. By offering dedicated support and understanding, we aim to help more individuals like John secure their future plans with confidence and ease.
If you are currently undergoing treatment for an illness, in remission or recovery and require your Will to be written. Please get in touch with us on 0330 390 9200 or email us at enquiries@thomasbradleylegal.co.uk to book your consultation for our Free Will Writing Service!
What are the benefits to customers of Adroit for using your business?
We specialise in helping clients with later life legal services, and our sister company Sterling Scotia can help clients with financial services. We are somewhat unique in that we offer every one of our clients a home visit throughout the UK, and most of them take us up on this.
What three words would describe your customer service and approach?
Friendly, convenient and understanding our clients’ needs.