Benefits

Clients

  • Independent. We are the alternative choice for those people wanting something more inclusive than the traditional services offered by many banks and solicitors.
  • Quality. We believe in drafting the very best quality legal documents in jargon free plain English.
  • Customer satisfaction. Our priority is always our customers. We put you and your clients first and constantly strive to provide the very best partner/client experience.
  • Reputable. With over 50 years’ experience in delivering quality legal services to the public we provide our customers with peace of mind.
  • Experienced. With our experienced staff you can rest assured you and your clients are receiving the best quality advice at a fee they can afford.
  • Choice. We explain the options for choosing an executor and, whilst we can provide this service if needed, your clients will not be expected to automatically appoint us.
  • Flexibility. Our experienced advisors are not just limited to 9-5. We offer flexible appointment times, to suit your clients. As well as face to face, consultations we also offer on-line consultations, again giving more options and choice to your clients.
  • Affordable. We are upfront and open about all of our fees and charges and have various payment options to make sure our services are easily affordable to everyone
  • Toolboxx. Our secure user friendly communication system is available to every client. They will receive free access to the basic version of our virtual secure vault giving them an online option for document storage, plus additional help and advice portals.

Partners

  • Peace of Mind. You can be confident, when you refer your clients to us, we will look after them to the same high standard that you serve your client. We want the very best for your clients too.
  • Additional Income Stream. We appreciate you trusting us to help your clients with their legal estate planning affairs. In return, we offer a very attractive referral fees system providing an additional income stream for you and your business. .
  • Your Referral for life. When you refer a client to us, they remain your referral for life. Therefore, not only do we pay referral fees on the initial work, but also on future work to, bringing a pipeline income stream to your business.
  • Technology. We regularly invest in our I.T. to help ensure ongoing security and user friendly efficiency at all times as well as keeping the value and affordability factor for clients always at its best.
  • Referral Business for you. While working with clients, we often see the opportunity to help them further by referring them to you for additional help and advice outside of our remit.  Also, our own unique “ripple effect”  referral method means we actively seek to put you in front of potential new clients.
  • Additional support and training opportunities for your Staff. We always seek to build strong relationships with our partners. Consequently, we offer additional training sessions to enhance your staff’s knowledge and to help them see opportunities. These training sessions are provided free of charge
  • Advice Sessions for your Clients. We can provide free group advice seminars for your clients. Promoted by you…hosted by our experts, we can give added education and service value showcasing your client care further beyond that of your competitors.