Document Storage Facility

Storing all you important documents in
one secure location is an essential requirement

Google Rating
5.0
Based on 202 reviews
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Your Will is the most important document you will ever make and what you do with it once you have signed it needs careful consideration.

By choosing to store your Will (and other legal documents) in Frog Wealth Management’s Partners Secure Storage facility:

  • The Will cannot be lost.
  • In placing the Will into Storage, the documents will be checked to ensure they are signed correctly.
  • Only your Executors will be allowed to withdraw the Will from Storage after your death.
  • A disappointed Beneficiary cannot destroy the Will as they will not have access to it as they may at home.
  • All documents are scanned, and the electronic copies will be.
  • used in an application to Probate if required.

Your Executors will be aware of what documents are in Storage and, when the time comes, how to access these, which is essential

Some of our Google Reviews

Couldn't be happier with the service from Frog, they made an incredibly stressful time in me buying my first property feel much more manageable and were always available to talk through any queries I had. Would highly recommend ☺️
Ian
Ian
1755527927
Craig is an excellent advisor, we had relatively unusual requirements for 2 mortgages and he spent a lot of time explaining our potential options so we would end up with the best fit for us.Ruth was also fantastic at following things up for us and keeping us informed of how applications were progressing.Would definitely recommend Frog to anyone looking for a mortgage or insurance.
Tim Moult
Tim Moult
1754857993
Gracias a Danni West ( Frog Financial Management ), pude asegurar mi casa en Inglaterra pues, Danni, muy cortés y profesionalmente, me puso en contacto con una compañía de seguros inmobiliarios que, se interesará a ofrecerme un seguro ya que, Yo vivo en España por lo tanto, soy un propietario ausente y según parece esto es un impedimento para muchas aseguradoras.Estoy muy agradecido con Danni por su invaluable ayuda, ha sido una gran experiencia.
Advise etc on our finances and mortgage suggestions
Ruth Corner
Ruth Corner
1754578680
Found the service to be extremely helpful and efficient in dealing with my property portfolio. I've been with them many years and I'm always satisfied with their mortgage quotes
Rendell Willett
Rendell Willett
1754399682
Frog has provided a great service to me and my partner as we arranged our first mortgage.As FTB, it is a daunting process, with a lot of questions from us on the hows, whens, and whats. Greg made this less so, answering all questions clearly, and helping us to understand things. Not only this, Frog helped us to find the best rate available to us.Lastly, Greg & Danni helped us to understand which personal insurance policies were best for us, taking the time to explain in layman's terms how each one could benefit us (or not), depending on our needs.All in all, Greg & Danni have been a valuable part of our mortgage journey, and I would not hesitate to work with them again in the future.
James Devine
James Devine
1754387178
Greg and team were incredibly helpful in guiding us through the process of securing our first mortgage at the best possible rate. Everyone we interacted with at Frog Financial was friendly and always available to support and answer any questions we had - we are first time buyers so their advice and expertise was much appreciated! Greg and Danni also gave us all the information we needed to choose the right options for life insurance and income protection that is tailored to our needs. We couldn't be happier with our experience and would definitely recommend their services.
Tia Mirshahi
Tia Mirshahi
1754218942
Had a great experience with Frog with our recent remortgaging after being recommended to them by Frosts in Amersham.Greg was extremely knowledgable and made a daunting process significantly easier - he was friendly, extremely clear and answered any questions or concerns we had throughout the entire process.Greg really listened to our circumstances and it was clear he wanted an outcome for us that fit our needs, there was never any sense of trying to upsell or push us towards something that did not fit our needs and we reached an outcome we were extremely happy with.Greg’s approach was extremely fair and it was clear that Frog Financial is far more interested in building a lasting relationship ship with their clients. I would not hesitate to approach Greg and Frog Financial again and will absolutely be using their services again when we come to our next application!
Grey was the ABSOLUTE BEST!!!!! He was so fun, let us have aux and made us feel so comfortable and showed us around the area and gave his favorite recommendations!! Will be calling him all week!
Sage Kershaw
Sage Kershaw
1753583642
Gray was THE BEST driver and made sure that our ride was safe and fun!!!
Clare Marshall
Clare Marshall
1753583505
Frog Financial Management have been excellent throughout the process. Craig and Ruth provided clear advice, quick communication, and a very professional service from start to finish. Nothing was ever too much trouble, and they made everything straightforward and stress-free.Would highly recommend to anyone looking for trustworthy and efficient financial advice.
Paul Murphy
Paul Murphy
1751274702
Greg and the team at Frog were brilliant in helping us prepare our finances and then arrange the porting of our mortgage for our recent house move. Greg provided consistent support and tailored advice whenever needed, and made the mortgage process as stress free as possible. The Frog team also helped us with setting up some better life protection for ourselves and our kids. We would highly recommend Greg and the team at Frog to anyone looking for mortgage specific or broader financial advice.
Chloe Taylor
Chloe Taylor
1746859208
As a first-time buyer, I had a lot of questions—and Greg was absolutely brilliant at answering every single one with patience and clarity. He was always super responsive and made the whole mortgage process feel much less overwhelming. Charley was also fantastic, helping me sort out buildings insurance quickly and efficiently while walking me through all the details. Danni took the time to explain all the insurance options thoroughly and in a way that made sense. Everyone I dealt with was friendly, knowledgeable, and incredibly supportive. I can’t recommend them highly enough!
Samah Hussain
Samah Hussain
1745263797
We were recommended Frog Financial by some friends who had recently bought their first house, and we couldn't be happier! Greg was amazing from start to finish, keeping us informed throughout the process and always on hand to answer any questions we had. Charley also helped us find the right Buildings & Contents insurance for us, and had everything sorted & ready for exchange. We'll definitely be recommending the Frog team to any friends buying their first place!
Megan Griffin
Megan Griffin
1744626325
Frog were incredibly helpful when I approached them for a mortgage recommendation. Craig really took the time to understand what I needed and was very supportive throughout the process. Mortgages and the jargon around them can seem very overwhelming, especially to a first time buyer, but Frog made it a lot less stressful. Would definitely recommend!
I can’t recommend Charley highly enough! From the very start, she made the process of getting my building and contents insurance seamless. She provided me with a list of options, sent detailed and informative emails, and was incredibly flexible, kind, and patient throughout.The whole experience has been fantastic, professional, efficient, and stress-free. The member portal is another great addition, making everything even more accessible and straightforward.I was so impressed that I even told my solicitor to recommend Charley to her clients. If you’re looking for someone who truly goes above and beyond, Charley is the one to trust. 100% recommend!
Tannaz Rastegar
Tannaz Rastegar
1742216810
I went to Frog for mortgage advise on buying a second property. Initially Greg provided me with various options available to me and spent the time explaining the pros and cons of each. This made choosing the right option very easy, feeling confident with my choice. Likewise, Charley was a great help with finding me the right insurance for my new property and landlords insurance.
Denis Bywaters
Denis Bywaters
1742048349
Thoroughly professional and superbly efficient service. Moving home is stressful enough. My buildings insurance was at least one thing I did not have to worry about.
Se7en Group
Se7en Group
1741021620
I cannot recommend Frog enough. They have been so helpful and supportive.They have helped us to buy our first home and they were a huge helping hand when we had no idea where to start.Thank you so much for making the house buying process almost completely stress free.
sophie Stockton
sophie Stockton
1739186324
We were recommended Frog by a family friend, and they have been absolutely brilliant through the whole house buying process. As first time buyers, the whole team has been so supportive always answering phone call and emails. Greg was so supportive when it came to our mortgage inquiries, very helpful and personable. Charley and Danni have been so helpful with insurances and Will writing, and we look forward to using them again in the future.
Frog Financial are definitely well worth a 5 star review, Greg and the team are fast, efficient and professional and always seem to put the customer first.
Nick Jones
Nick Jones
1738007477
Frog financial management services provided us excellent help during purchase of our sweet first home in UK. Greg our advisor was very helpful, soft spoken person. Despite of my limited visa, Greg helped us to get mortgage with best available rate in the market.Highly recommended
Mukesh Singh
Mukesh Singh
1737024771
I couldn’t recommend Frog Management more. Greg made the mortgage application process really easy for my boyfriend and I who were first time buyers. I’d first been in touch with Greg a year prior when we started our property search and once our offer was accepted I got straight back in contact with Greg who was prompt to get everything moving for us. I would highly recommend Frog Management!
Danielle Louise
Danielle Louise
1735329775
The team at Frog have been fantastic throughout the entire process. Providing great advice and having a proactive approach, I can't recommend them enough!
Aaron
Aaron
1734177339
The whole team at Frog were outstanding for us. Greg was our contact for our Mortgage application and he couldn't have been more helpful. He was always available and happy to help with anything, very knowledgeable and we really felt like he wanted the best for us. Charley and Danni also assisted us with insurance cover and they were very helpful and knowledgeable when it came to understanding the policies. They regularly checked in to see if they could help with the whole process, which was greatly appreciated. All the team made the house moving process that bit less stressful and are thoroughly recommended.
Sam E
Sam E
1734009636
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Did you know, if your Will cannot be found after you have passed away, the Law presumes you destroyed it and didn’t want it’s content to be taken account of

Your Will can be found when the time comes. Did you know that if your Will cannot be found after you have passed away that the Law presumes that you must have destroyed your Will and did not wish its content to be taken account of. This could have devastating consequences for your chosen Beneficiaries. If your Will cannot be found after your death either any previous Will found will be used, or the Government will draft a Will for you and your Estate will be divided according to the Laws of Intestacy. You will be treated as if you never made a Will if at the time, you die the original cannot be found and may mean that your loved ones do not receive your Estate as you had intended.

Countless Wills are damaged, lost, or accidentally destroyed every year causing untold issues for those left behind when trying to obtain Probate and administer the Estate.

Only your nominated Executors are able to access your Will when the time comes. We have all heard the horror stories of what could happen when a Will falls into the wrong hands and so you need to be able to guarantee that your Will remains safe until this event and that only your chosen Executors know exactly where your Will is located.

Using Frog Wealth Management’s Partners Storage Service ensures that your Will is kept safe and can be released to your Executors at the time of your death.

This also means that the content of the document is kept private until death occurs. Your Executor(s) will be provided with a certificate confirming that your Will is in Secure Storage, but a copy will not be released to them until after your death. Your wishes will only be made known to your Executors after you have passed away.

Your Will is both legally valid and has been executed (signed and witnessed) correctly.

When you elect to store your Will with Frog Wealth Management’s Partner we will automatically check that your Will has been drafted correctly and that it has been executed correctly and complies with the Will Act 1837, before it is placed into safe storage. If your Will has not been signed correctly it is better to put this right before death, when it will be too late.

Secure Storage of your Will is just as important as making your Will. Choosing to use our Secure Storage Facility will ensure that your Estate is distributed as intended after your death.

All our client’s documents are stored off site in a Secure Storage unit and as an added precaution, all signed documents to be stored are scanned in advance and those scanned copies are stored in our Electronic Filing system held on a secure server.

Q. What will I receive from Frog Wealth Management’s Partner after electing to store my documents with you?

A. Our Partner will provide you with confirmation of the documents held in Storage, which you should then pass onto your nominated Executors for safe keeping.

Confirmation will contain the following:

  • Full details of all the documents being stored with Frog Wealth Management’s Partner.
  • Full contact details confirming where the documents are stored and how to retrieve the documents when required.

Storage is paid for by Direct Debit mandate and is taken on your specified date on a yearly basis. Our Storage charge is per-household and the storage facility can be used by the whole family for ALL your personal documents.

Should you require your documents out of Storage for any reason at a later date, then you will need to make this request to our partner in writing and where documents are required for more than one party, our partner requires BOTH client signatures on the written request.

Once this has been confirmed your documents will be retrieved from storage and posted out to you. Your signature(s) will be required on delivery.

To find out more about this invaluable service