We availed of the services of “Financial Wellbeing” in setting up a Trust Fund on our Son’s behalf. We found Allan to be very knowledgeable on this, and many other associated subjects, such as Wills, Entitlements, Benefits and Taxes. He explained in simple language, what could be very complicated matters at times. We were impressed with Alan’s understanding, of the problems associated with Financial Situations of persons with Special Needs, and would highly recommend his Services.
He continues to provide advice etc. on an ongoing basis. We are glad we availed of his Services, to secure our Son’s Financial Future,-