Service Overview

As the UK'S premier will writing and legal services company, providing a first class bespoke service to professional financial advisers, mortgage brokers, insurance consultants, accountants and many other professional advisers in the financial, legal and public sector.

Our services are used by some of the UK'S largest financial services networks, their member IFA'S and advisers enjoying a wide range of services with the opportunity to provide a valuable additional service to their clients, improve their client/customer relationship and generate additional fees and increase their business opportunities year on year.

As a professional adviser, taking your clients will instructions may still be an area that you have yet to delve into - we can assure you that you will receive all the information you need to provide your clients with a wide range of products designed to meet there every need on planning their estate effectively.

We take care of every technical aspect for you, from a support and helpline, to accredited training and advice on delivering the products to you and your clients you can be assured of professional help every step of the way.

Alternatively if you already know how to deliver Wills and associated products to your clients already, then why not take advantage of the full range of products we have to offer which cover every type of requirement in estate planning from simple wills to Inheritance planning and various discretionary trusts both used in wills and outside wills for clients effective tax planning.

Therefore, saving a large proportion of the client's estate from going to the Tax man simply by some straight forward but very effective planning now.

You, through us can ensure that your clients will pass on as much of their estate to their families as possible, making sure that the right people at the right time receive what your clients want them to receive, and not what someone else wants to give them.

We also have a safe secure archive facility which can provide your clients with peace of mind safe in the knowledge that their important documents can be found when needed, so the right people at the time can retrieve the documents and act accordingly to settle their affairs.

We can help you to provide all your clients with an increased product range and an even more complete estate planning service, the opportunity to earn additional fees and a regular yearly renewal income year on year by providing a much needed additional professional service which your clients will thank you for.

As an IFA or other professional Adviser your customers are your business, and potentially someone else's, if you don't provide this service to your Customers, you can guarantee someone else soon will.

Click here if you want to see what the further benefits would be for you to take advantage of the services we offer.