As a professional adviser, your clients are your business. By providing a complete estate planning service in association with BTWC, you can be assured of delivering a complete and comprehensive offering to your clients to order meet their current and future needs
- We are the UK’s premier will writing and legal services company
- We provide a first class bespoke service to professional financial advisers, mortgage brokers, insurance consultants and accountants
- Our services are used by some of the UK’s largest financial services networks.
- We take care of every technical aspect for you. Professional help every step of the way.
- We supply a full range of products which cover every type of requirement in estate planning
- Through us can ensure that your clients will pass on as much of their estate to their families as possible
- A safe and secure archive facility.
How Your Clients Benefit
- Your clients will have the opportunity to select from a wide range of estate planning products and services.
- With your help, your clients will become more efficient in protecting their own and their familys’ financial future.
- Taking advantage of unique and professional advice delivered by you, your clients will receive a service they can trust and continue to use long into the future.
- Your clients can benefit from our safe and secure storage facility for their documents with the BTWC Ltd Archive Facility.
- Products are covered by our Professional Indemnity insurance to the value of £2 million per document.
- Your clients achieve peace of mind, safe in knowledge that all their affairs are in order.
How We Can Benefit You
- BTWC can show you how your clients can preserve their assets and build their wealth.
- We will provide you with the opportunity to improve your immediate annual income through an extremely competitive and transparent fee structure.
- You can receive an ongoing income stream long into the future (renewal income).
- Consolidate your client/adviser relationship for the future and keep the competition out.
- Increase your business with the use of regulated and non-regulated products.
- You will have access to up to date industry knowledge regarding wills, trust and estate planning advice.
- Fully comprehensive training can be provided and tailored to meet your needs.
- Free referrals – this is an opportunity to obtain quality referrals for nothing!
- Regular newsletters and updates to keep you fully informed of industry and BTWC developments.
- Free technical helpline for all members of BTWC Ltd.
- Member access to our exclusive BTWC Ltd Will Instruction Program.
- We guarantee that your clients stay yours.