So this year has been another fast-paced year with some exciting recognition as well as further achievements, partnerships  and growth.

It's been 20 years!

We have proudly celebrated 20 years in the industry and are one of the longest serving companies for Estate Planning and Will Writing in the UK. The industry has changed a lot over that time, with challenges along the way but our base of members has continued to grow with constant support from yourselves - so thank you!

Award winning year

We also won Will Writing Firm of the Year (Midlands and North) 2019 in the British Wills and Probate Awards. We are incredibly proud of this recognition for all the hard work the team continuously put in to provide a trusted and professional service to all our members and clients.

New partnerships

We have extended our Later Life services by joining with The Financial Advice Service (TFAS) and Rest Assured. TFAS provide a wealth inf support and guidance on Equity Release and the options available for you to offer your clients through their support service.

We also extended our Funeral Plan offering by adding Rest Assured to our panel, broadening the options available for you to offer clients, with the support and knowledge required to ensue your client selects the right plan for their needs.

Institute of Professional Will Writers

We have also started working more closely with the Institute of Professional Will writers, supporting accredited training which provides CPD  and their commitment to raising standards in the industry. Amy Peters, our Operations Director, has become the East Midlands regional coordinator. Open to IPW members and non-members, these regional meetings enable professionals to come together and gain more insight on the sector and industry updates.

Estate Planning workshops and client services

Plus our regular workshops have continued with great success, training new advisers in Estate Planning and the world of Wills. The monthly workshops have provided numerous IFAs, brokers and financial professionals the opportunity to see how they can add Estate Planning to their services and the client opportunities. After just one day they have the chance to easily extend their services providing even more value to clients.

2019 has seen us work with numerous customers, strengthen our relationships with all our members as well as developing new affinity partnerships with leading financial businesses - providing a broader end of life planning service.

 

Thank you to our members, clients, partners and supporters for a wonderful year!