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 in order meet their current and future needs - and your clients remain your clients.
By Professionals For Professionals
Work with BTWC and we will show you how your clients can preserve their assets and build their wealth. At the same time, we'll provide you with the opportunity to improve your immediate income through an extremely competitive and transparent fee structure - you can even receive an on-going income stream long into the future (renewal income).
Adding Estate Planning services to your existing portfolio will ensure you consolidate your client/adviser relationship and keep the competition out. Not only will you increase your business with the use of regulated and non-regulated products, you will also have access to the latest up to date industry knowledge regarding Wills, Trusts and Estate Planning advice.
Are you new to Estate Planning?
Not a problem, comprehensive training can be provided and tailored to meet your needs along with regular newsletters and updates to keep you fully informed of industry and BTWC developments. If you need a little support along the way, we provide a free technical helpline for all members of BTWC Ltd as well as free access to our exclusive BTWC Ltd online member area. Have a look at our Training section or contact us to find out when our next Training Day is - firstname.lastname@example.org.
But most importantly we guarantee that your clients stay yours. We appreciate that you've worked hard to build your business and we're here to help you to take it to the next level.
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 you can benefit
We are the UK's premier will writing and legal service company, established for more than 18 years with a reputation built on integrity and professionalism. We provide a first class bespoke service to professional advisers, mortgage brokers, insurance consultants and accountants across the UK with our services used by some of the largest UK financial services networks.
You can be certain that we take care of every technical aspect for you with professional guidance and support provided every step of the way. With a full range of products covering every Estate planning requirement, you can ensure that your clients pass on as much of their estate to their families as possible.
Want to know more? Give us a bell on 01522 500823, emails us at email@example.com or take a look at our Frequently Asked Questions