A Unique Partnership

“Enhance your Customer Offering…
with a Professional Estate Planning Service”

You will have worked extremely hard providing your clients with the means to build up their wealth but are you able to provide the correct strategies to protect these same hard earned assets against attacks from Care Home Fees, Future Divorce or Separation, Creditors, Bankruptcy or further Taxation?

By outsourcing your clients future planning needs to ourselves, you will be able to provide your clients with a unique estate planning service, ensuring that their hard earned assets are protected for future generations, setting you head and shoulders above your competitors, while earning 20% commission.

For more information please call us at either office below
Cheshire – 0161 771 2056 / Staffordshire – 01782 963 303 or email us here

A partnership with us keeps you in contact with your clients through each stage of their life, allowing for future income streams and referrals.

Our range of products and services are second to none and our Will documents are drafted by STEP qualified staff and our Trusts all have Q.C’s opinion, yet we ensure that our prices are extremely competitive, providing real value for money and a new source of income for you.

FNEPS Intro Book

Download our booklet here

logoCheshire Office 0161 771 2056
Staffordshire Office 01782 963303
Wills ♦ Trusts ♦ Probate ♦ Funeral Plans ♦ Power of Attorney
Business Succession Planning ♦ Care Planning Challenge Support

 

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