Financial professionals & Estate Agents

We have partnerships with many firms of IFAs and mortgage brokers. These partnerships can work in different ways, but our aim is to ensure that your clients receive the highest standard of Estate Planning. Once your clients have Wills in place they are less likely to be poached by an IFA prospecting for new clients via a Will Writer and more likely to refer other family members to you. Providing this service for your clients also presents a more professional image to them and can provide an additional revenue stream for you. We currently have some very successful relationships with IFAs and believe we understand what you want, and we have even set up an Estate Planning Department for one of our IFA partners. Because we are not a huge PLC and we limit the number of businesses we work with, we feel we can provide a far more individual and caring approach.

We can work with you in the following ways:
A mutually agreed partnership where we simply pass each other business or
We service your clients and pay an agreed percentage commission for each client or
As an associate instruction taker you could increase your earnings per client considerably while greatly increasing the value of your business

Please contact us initially by email:-