Introducers
Partner with us to look after your clients.
If your clients trust you with their money, homes or care, they’ll need a Will and Lasting Powers of Attorney too. Introduce them to us and we’ll look after them as carefully as you do.
Who we work with
Professionals whose clients plan ahead
We already work with firms like these. If your clients would benefit from estate planning, we’d like to hear from you.
Financial advisers
Make sure the plans you put in place pass on the way your clients intend.
Mortgage and protection brokers
A new home or a new policy is the natural moment to make or update a Will.
Accountants and business advisers
Help business-owning clients protect what they’ve built and use the tax reliefs available.
How it works
Simple for you, careful with your clients
You keep the relationship. We handle the estate planning and keep you informed along the way.
- A dedicated portal to refer clients and follow each case
- Clear terms, set out in a written introducer agreement
- Plain-English advice, fixed fees agreed upfront, and no pressure
- Members of the Institute of Professional Willwriters
Get in touch
Fill in the form below and we’ll arrange a short call to get to know each other.
Sign the introducer agreement
It sets out how referrals work and how we look after client data.
Get your portal login
We’ll set up your account on the Introducer Portal.
Start referring
Add a client in the portal and we’ll contact them to arrange a first meeting.
Become an introducer
Let’s talk
Tell us a little about your business and we’ll be in touch. Or call Andrew Cooper on 020 8050 4201.