A PASSIONATE BELIEF IN OUR BUSINESS
…AND YOURS 

Financial and Estate Planning go hand in hand. As an Equity Release Adviser your professional advice and guidance ensures that your clients can enjoy the equity locked up within their homes. The home value is always one asset that they wish to pass onto their loved ones so you can further ensure that all your client’s wealth including their is best positioned and protected to pass on to their chosen beneficiaries. By ensuring this you can bring added value and opportunities to your business.

Partnering with Secure Inheritance will enable you to give your clients the added peace of mind that everything they have worked so hard for all their lives will also pass down to their beneficiaries smoothly and efficiently. This can increase the client’s satisfaction with the added value and client care that you bring which in turn brings further revenue opportunity to you.

One of the additional benefits of partnering with us include our ability to create an avenue of new client referrals to you. We achieve this through our own proven “ripple effect” referral system that we use very successfully to consistently expand our own client base.

Located throughout England and Wales our Secure Inheritance Legal Advisers can provide your clients with home visit face to face consultations as well as virtual/ telephone appointments as required. To accommodate your clients’ busy schedules, in addition to providing day time appointments we are also able to offer them evening and weekend consultations by arrangement.