01
Health
Selected health and wellbeing benefits designed to make practical household support easier to access.
- Whole-household membership
- 24/7 GP access
- Clear APW support route
From Assured Private Wealth
Practical support for the people you love.
A new layer of family protection.
APW Family brings together everyday health support, regulated financial planning and practical estate planning—connected by APW Family KeepSafe.
Three complementary areas
One family. Three kinds of support.
Each service remains properly separated, while the experience feels joined-up for the household. Clients choose what is relevant to them, and regulated advice is only provided through the appropriate framework.
02
Wealth
Regulated financial planning for clients who choose to engage, provided through the appropriate True Potential framework.
- Pensions and investments
- Protection and retirement planning
- Appropriate ongoing reviews
03
Estate Planning
Practical planning to help families organise their wishes, documents and the people who may need to act.
- Wills and lasting powers of attorney
- Will storage and reviews
- Related family planning services
The APW Family story
Planning that connects the people and documents that matter.
This short film explains asset protection, practical family organisation and how APW Family services can work alongside appropriate specialist support.
Illustrative footage. General information only; individual needs should be discussed with the appropriate specialist.
APW
Family KeepSafe
What exists · Where it is held · Who to contact
The practical link across APW Family
Clarity for the moments that matter.
KeepSafe is a premium physical organiser supported by APW’s estate planning and will-storage services. It gives a family a clear index of what exists, where important documents are held and who to contact.
APW Family KeepSafe book: £39.99 plus VAT.
Accounts, pensions, investments, insurance and assets
Locations of wills, LPAs, deeds and certificates
Professional, family and emergency contacts
Funeral wishes, pet care and household information
“If I Have Died” practical checklist
Annual review prompts to keep information current
Designed for safe organisation: KeepSafe must never ask for PINs, passwords, card security codes or safe combinations.
A clear client experience
Simple to begin. Useful for years.
From joining to annual review, KeepSafe gives your household a practical way to organise important information, keep it current and know who to contact—without ever storing passwords or PINs.
Join
The client selects the APW Family services that are relevant to their household.
Organise
KeepSafe helps the family record what exists and where important information is held.
Review
Annual prompts encourage the client to confirm details and request an appropriate review.
Support
Any unmet need is handled through the correct estate-planning or regulated-advice route.
Helpful client guides
Clear information to keep.
Readable guides and current pricing, presented together so clients can find the right information without interrupting the APW Family journey.
APW client brochure
Estate planning for the people you love
England & Wales · 2026 edition
APW Estate Planning brochure
Our current guide to Wills, LPAs, trusts, ownership, inheritance tax and joined-up family planning.
Costco member guide
Estate planning price list
Current August 2026 prices
Current Costco prices
The updated Costco will, trust, LPA and package prices, without optional add-on services.
APW client guide
Wills, trusts and LPAs
Plain-English explanations
Wills, trusts and LPAs explained
A plain-English APW guide explaining how the documents work together and when specialist advice may be needed.
Secure document storage
Assured & Stored
Storage and practical aftercare
Assured & Stored
Secure document storage, controlled retrieval and practical aftercare for the people who matter.
Clear boundaries
Helpful—not advisory by itself.
KeepSafe is an organisation and client-care tool. It does not replace a will, LPA, financial plan or professional advice.
Any regulated financial advice conversation must be handled through the appropriate authorised framework.
APW Family Wealth is linked through Matt Holland’s verified roles as a Financial Adviser with True Potential and Wealth Management Partner of True Potential Wealth Management.
Estate planning, health benefits and regulated advice remain clearly described and commercially separated.
APW Family
Health. Wealth. Estate planning. What matters most.
Speak to APW about the services that may be relevant to your household. Please call or email APW to discuss the right next step.
Call 023 8066 1166 Email APW Return to the top
60 High Street, Lyndhurst, SO43 7BJ