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Last Will and Testament form

Wills

 

At Optimus Mortgages, we believe that it is important for everyone to have an up-to-date Will in place, no matter how much money you have or how many belongings you own.

 

Writing a Will ensures your wishes are carried out after you have passed away. If you die without writing one, people you care about might lose out, as your estate will be distributed according to the rules of intestacy. Sorting out your affairs may also prove far more difficult. Making a Will is a straightforward process and will ensure your wishes are clearly documented and followed in full.

 

If you would like to discuss your Will requirements further, click on this link and we will call you back.

The Financial Conduct Authority does not regulate Will writing.

Why choose Optimus Mortgages?

Our initial consultation is completely free, and there is absolutely no obligation to proceed.

We have decades of experience in financial services, and as specialists in this market we have access to a panel of carefully selected leading providers. We can also access the whole market, allowing us to make sure we find a suitable solution for you.  

You will be designated your own dedicated specialist adviser, with their own direct email and telephone number, so you can be confident that you will always be dealing with the same person.

Our fully qualified specialists will always deal with you in plain English, not jargon. 

With our easy to use client portal you can receive updates on the progress of your application 24 hours a day, seven days a week, as well as being able to securely upload and review documents.

We offer a competitive and transparent fee structure.

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Optimus Mortgages is authorised and regulated by the Financial Conduct Authority. The Financial Services Register number is 945578.

Registered office address for Optimus Mortgages Ltd is 15 Raven Court, Shildon, County Durham DL4 2GX. Registered in England and Wales No.10277354.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR www.financial-ombudsman.org.uk

 

Phone calls may be recorded for training and monitoring purposes.

​© Copyright 2021 to 2025 by Optimus Mortgages Ltd. All rights reserved.

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