Elderly Client Services

Treating clients with dignity and respect

At a certain time in your later life, occasions may arise where financial decisions need to be made by you.  At this point you may require support to make those arrangements, if plans have not already been put in place. 

Perhaps you have an elderly relative that you wish to help, who is finding those decisions relating to finance and their welfare, difficult.

We have a dedicated team of lawyers who will take time to listen and care – advising on appropriate procedures for a variety of financial and personal matters.  Whether you are looking for advice regarding lasting powers of attorney, care home fees, tax planning, property management or advanced medical decisions, we will handle each individual case with empathy and respect.

For more information please call your local office.

What our customers say

Private Client – RS

“You can expect a professional and friendly service from the team at Rowberry Morris. We are very grateful for their helpful assistance in ensuring that we gave careful thought to the issues before making our wills and powers of attorney. Their professional advice in an employment matter was very also much appreciated.”

HG Google 3

“Helen Greenwood helped my parents to navigate the processes and complexities of will writing and power of attorney nomination ; she was very professional, took time to explain everything and answered all their concerns and queries. We were all very impressed with the service we received and would not hesitate to recommend Helen and her…

help and care

“This was something new for us but we were very satisfied with the way the whole procedure was made easy by the help and care of your company.  Thank you. “

good clear advice

“Alexandra was very good at giving good clear advice, efficient with our time and able to give us the information we required in simple terms.  Thank you for a great service!”

Sara Sullivan, Legacy administrator

“Can I just say what a pleasure it was to deal with you. Always happy to explain, help, and push things along for us. You understood my time limitations and never made me feel that they weren’t acceptable. I really felt that whilst you were working for the estate you had our best interests at…

PC – Google 2

“The team at Rowberry Morris couldn’t be more helpful and compassionate. From the secretary to the team of solicitors, dealing with my father’s affairs following his sad death in October. They listen with patience and kindness and have made us feel at ease as a family, never making us feel rushed and answering all our…

most satisfied

“I am grateful for your assistance throughout this protracted Deputyship application process and have been most satisfied with your diligence throughout the whole seven month period. Thank you very much for your help.”

extremely happy

“Helen at Rowberry Morris took us expertly through, with great patience, a matter and set of decisions that were very important and complicated for us.  She made the issues understandable and brought them to life, we are extremely happy to have resolved what was quite a concern.”

Cheerful welcome

“I had a cheerful welcome at reception and was introduced without waiting to the advisor I looked for and felt relaxed at finding the answers to all my worries and queries, and the work was promptly done.”

PC Google 3

“Thank you to Alexandra and Amber and the team for great help and support during a difficult time.”

very prompt

“Most helpful at all times, explaining everything well and very prompt.  I have confidence it is all correct.”

Very pleased

“Very pleased with the overall service”

Want to know more?

To discuss your own individual private client requirements, please get in touch with our dispute resolution solicitors today. Send us a message below or call your local office.