At a time when clients are most in need of help, Security Swaps is able to provide support in a sympathetic and caring way. If you should be affected by bereavement, speak to our Manager responsible for Probate matters who can assist with the following:

We can help you to cover immediate cash requirements as well as sell or transfer investments to beneficiaries.  Once the estate is wound up we can offer portfolio management services to the beneficiaries.  An estimate of charges will be provided as appropriate.

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