We at Allied Professional Will Writers Ltd work hard to support financial advisers, amongst other things sponsoring www.FindaPro.co.uk
Our main interest is in Will Writing, and we provide an economical service for our Introducers clients, working by phone and post. We keep you completely out of the PI loop - all you do is give clients a general introduction to Wills, fill in a questionnaire which is name, address, contact details, card details, and a signature to confirm that we (not you) are giving the legal advice. That should take about 3 minutes per client, and 90% need our services. In return we pay a healthy introductory fee.
You ask the question, just change it a little to "Have you got an up to date and tax efficient Will??
From your clients point of view, we offer a convenient service which continues for as long as they want it to.
For you, we should be able to pay for a decent annual holiday, and help you to produce more IHT planning business.
Visit www.APWW.co.uk/FA.htm for more information, or call Steve Pett on 0845 166 8873