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We have been made aware that some businesses that were having their Wills written for them by a Yorkshire based company may be having difficulties at this time. We believe we may be able to help you through this period of uncertainty and possibly on a longer term basis.
Working with T.W.Partnership
Financial professionals
We have partnerships with many firms of IFAs and mortgage brokers. These partnerships can work in different ways, but our aim is to ensure that your clients receive the highest standard of Estate Planning. Once your clients have Wills in place they are less likely to be poached by an IFA prospecting for new clients via a Will Writer and more likely to refer other family members to you. Providing this service for your clients also presents a more professional image to them and can provide an additional revenue stream for you. We currently have some very successful relationships with IFAs locally and believe we understand what you want, and we have even set up an Estate Planning Department for one of our IFA partners. Because we are not a huge PLC and we limit the number of businesses we work with, we feel we can provide a far more individual and caring approach.
We can work with you in the following ways:
A mutually agreed partnership where we simply pass each other business or
We service your clients and pay an agreed percentage commission for each client or
As an associate instruction taker you could increase your earnings per client considerably while greatly increasing the value of your business
Call us today on 01603 865 220 to find out more.
Instruction takers
We are looking to help individuals or companies who have some experience in taking instructions for Wills. We believe we are able to show you a new way of doing things which increases your chances of success in this challenging field. If you fulfil our criteria we will allow you to operate under our umbrella on a self employed basis and use our professional indemnity insurance to take your instructions. As well as that we would ensure that you become an affiliate member of The Society of Willwriters. We would then produce all your legal documentation and help you to grow your business. We simply require a short term commitment from you in return.
Why not call us today on 01603 865 220 to find out more.
