Document Storage Facility

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

Google Rating
5.0
Based on 176 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

I can't recommend Frog Financial Management enough!They were friendly, helpful and really responsive. It really felt they went above and beyond for us (saving us a few extra quid too).
Tom Roberts
Tom Roberts
1733169929
Had a great experience with Frog Financial management. They work proactively, give good advise and are always quick on the ball. Would very much recommend.
If you're looking for mortgage, insurance or any other financial protection advice, you really couldn't do any better than Greg, Charley and the rest of the Frog team. Since putting our house on the market, Greg was very quick to respond and generous with his time - always explaining things clearly and what our options were. With Frog's support, we had trust that we were making the right choices for our family.
Owen Adkins
Owen Adkins
1728940246
The team at Frog are oustanding. A big thanks to Charley (who is amazing) at helping with my home insurance.Thank you very much
John Vassallo
John Vassallo
1727261810
I can't thank Frog Financial enough! They made buying our first home so easy and stress free. Greg was so helpful throughout the whole process and really took time to explain things in detail. The rest of the team were also super helpful and proactive and so responsive to our emails and phone calls. I honestly cannot recommend them enough!
Tom Harding
Tom Harding
1727018918
Greg, Ruth & the whole team at Frog Financial have been amazing at securing mortgages for myself and my sister. We have had lots of changes & challenges and they have been very helpful & quick at responding to multiple questions! For myself, being self employed, Greg worked wonders to find a lender that worked. Fingers crossed until it all completes!
sarah heduan
sarah heduan
1725377138
I highly recommend Frog Financial Management. Charley is fantastic, so helpful and sorts us out every year. Than you
Lesley Ashton
Lesley Ashton
1724154889
Can't recommend Craig and his team enough! Amazing family ran business who will work tirelessly to provide you the best service. Got us exactly what we wanted and was always just a phone call away if we had any queries or needed some advice and support.Will definitely be using them again.
Sacha Podda
Sacha Podda
1724067412
I could not recommend using Frog financials more!They are quick to reply to any queries via email and on the phone. They provide well informed advice and are exceptionally friendly when answering questions.I will definitely be using them again in the future!
Katie Bryden
Katie Bryden
1723557747
Greg and the team have been super helpful throughout the whole mortgage process! Greg has explained each part of the application with great detail to make sure we understand it fully. They were prompt in their replies and made this a completely stress-free experience, highly recommend!
Emma Hooley
Emma Hooley
1722871153
Very professional and knowledgeable service with great detail and kindness, I have been using frog services now for 12 years and am very happy with the products they find for me
Paul Singh
Paul Singh
1721049224
After trying various agents and insurers, Frog FM was able to secure exactly what I needed and for a reasonable premium. Professional and friendly service. I know who to go to first next time!
Simon Gardner
Simon Gardner
1720201499
I first contacted Frog several years ago and they are now my "go to" company for all financial matters and advice. I have always found them friendly, efficient and easy to deal with, and I applaud their ability to convert "financial jargon" into everyday understandable language.I also especially appreciate that they will contact and remind me when I need to review some aspect of my finances. I can without hesitation fully recommend Frog and all their team members
Roger James
Roger James
1719570412
Charley and Danni have been exceptional in assisting me with managing my insurance requirements. They offer an outstanding and effortless service.
Alex Woodford
Alex Woodford
1718270992
Amazing.Charley and Greg were amazing in listening to my needs and being able to offer the best solution for me.Thank you Charley for your patience with me. You have been incredible.I like the fact that they are a local company.I strongly recommend them.
I have used Frog Financial for several mortgages and cannot recommend them enough. Extremely helpful, professional and efficient and always going above and beyond to make the process as smooth as possible and finding the best options for me. Everyone in the team is brilliant to work with and I will of course be using them for all future mortgages! Sam x
I dealt with Greg to get a mortgage on my first property - he was fantastic, helped educate me on the process as well as coming up with outside of the box solutions, really happy with the service and will 100% use him again in the future.
Tom Evans
Tom Evans
1713279680
An exceptional service given. Everyone we have spoken with has gone above and beyond to help us and answer all questions we have. Can not recommend Frog financial management enough and will be using them again in the future.Helena & Jason
Jason Benn
Jason Benn
1712763206
Greg and the team at Frog Financial have been excellent with finding me a mortgage a couple of years ago and managing the renewal recently. They have been able to find the best deals in the market and provide good options and advice based on our conversations. They are friendly, attentive and responsive and I highly recommend them.
Carl Goodman
Carl Goodman
1712568081
Amazing team could not have done it without them.
Grace Kearns
Grace Kearns
1711487336
Excellent service from Charley on a non-standard building and contents insurance. She was prompt, and knowledgeable, and helped clarify various issues
Phenomenal service. I have and will recommend Frog Financial to everyone. Informative, helpful, great communication, so kind, and we really felt like the whole team cared about us. Took so much of the stress out of the process. We have no doubt that we will use Frog again! 🐸
Elena Prokopiou
Elena Prokopiou
1708805074
Arranged our mortgage deal and building insurance with Frog. They were really helpful throughout the whole process and we would have no hesitation at all recommending to others.
William Oakes
William Oakes
1708085925
Just the best, Greg helped me find a mortgage for my first property when other mortgage brokers couldn't find one to fit my needs. They were great answering any questions I had and helped me a lot throughout the house buying process. Also helped find and set up house insurance. Will be continuing to use them in the future and I highly recommend them.
K.K. Gres
K.K. Gres
1707130758
I was directed to Frog Financial in September 2018 and received excellent financial advice and general guidance. Since then I have requested them to investigate house insurance for me and have always signed up to the suggested policies.I would have no hesitation in suggesting they are approached by my friends to discuss their requirements.
Dave Shirvell
Dave Shirvell
1706109059
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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