FOR INDEPENDENT FINANCIAL ADVISORS

For over fifteen years W.D.S. Will Writers Ltd have been providing a professional Will writing service to Financial Advisers throughout England & Wales.

We have completed over 40,000 Wills so, as you might imagine, we have come across virtually every conceivable situation.

As you are aware, part of the fact finding process requires all Financial Advisers to recommend their clients complete Wills.  The conversation most often stops there.  The client agrees and then does nothing about it.  The Adviser returns for the annual review only to get the same negative response to the same question. 

You can work as either a Licensed Instruction Taker or Introducer.  This can improve your professional status in the eyes of your client.

• A  pro-active, Professional Will Writing Service which you will be confident to use and recommend.
  
• We guarantee to return your clients Will to either yourself or your clients within 48 hrs of receiving the completed instructions.
  
• You will be providing your clients with an additional complimentary service. 
  
• It stops your client having to approach your competitors. 
  
• Once you gain experience it can assist in completing your Inheritance Tax Planning advice by making use of the first death allowance by way of a Discretionary Will Trust.
  
• You will get more Recommendations,  Reciprocal Business and  Additional Income.

INTRODUCE TO OUR CONSULTANTS.

All you do is identify clients that need Wills then pass those details to us and we will do everything else.  Not only will we pay you an introduction fee but we will also look to introduce Financial Services business back to you.

Q. What about professional indemnity insurance? 
A. Every Will drafted is fully indemnified by us. 

Q. How much Financial Services business will you give us? 
A. We will look to introduce as much as possible.

Q. How much introducers commission do you pay?
A. 20% of the net fee.

Q. How many Wills are you looking for? 
A. It doesn’t matter how much you introduce, but the more you do the more chance of reciprocal business.

Q. How will you ensure future business comes back to me?
A. Every Will is booked in on a database and the source of business is included in a separate field. All future enquiries are checked against this data and returned to the original source. 

Q. Do you deal with other IFA’s?
A. Yes we deal with many IFA’s all over Southern England, we even have our own small practice in Bristol.  It's a separate company and works in a similar way to our other business contacts. 

Q. How can I be sure you won’t introduce my client to your own IFA?
A. Our relationship with IFA’s is vital to the continued success of our business.  If we don’t ensure our Will Writing Company is run impeccably, we would soon stop receiving introductions and quickly run out of new business.

TAKE YOUR CLIENTS INSTRUCTIONS YOURSELF

Some of our IFA's like to take the instructions themselves.  We have on line will forms and will return a large percentage of the fee to YOU.  Please get in touch Nick Burgess on the number above to discuss.

We can provide at no cost:

• Easy to complete forms, support and back-up.
  
• Full training.
  
• Every Will fully indemnified.