Are you a Financial Adviser, Mortgage Broker or Insurance Broker who is looking to offer your clients Estate Planning services?

​​

If so, Goodwills can certainly help! We already work with a large number of advisers around the country and work on both an introducer (where you complete a fact find and we deal with the legal work) and a referrer (where you pass the work on to one of our trained Estate Planning Practitioners) basis. 

​

As a Financial Adviser, you anyway have a regulatory obligation to advise your clients with regard to their family's prospective financial situation after death. More than that, however, providing Will, Trust, LPA and associated advice to your clients can prove a real benefit to your clients and add a valued additional service to your current offering.

​

We offer full training at our Head Office in Bedford, alongside regular meetings at our offices and email updates when important changes to the law take place. Where matters are beyond the complexity of the training we have provided you, we are always happy to liaise with clients directly and to pay you a referral fee for the work. We also provide a significant amount of quality marketing materials, which give clients a clear breakdown of the reasons why any particular service/Trust may benefit them.

​

Due to our connection with our 'sister firm' Premier Solicitors Ltd, we are also able to offer a wide range of services that may be of interest or necessary to your clients, such as Probate, Court of Protection and associated Conveyancing work.

​

If you have any questions regarding the above, then please do contact us on 0345 222 00 22 or by email on info@goodwills.net

​