Becoming An Introducer

We are proud to work with a handful of trusted partners, providing their clients with Will writing and Estate Planning services. We use our 25 years of experience to ensure clients receive the expert advice that they deserve while ensuring that we collaborate, communicate and provide a cost-effective solution for our partners. You may also be interested in becoming an Associate Adviser with BTWC.

We work closely with our partners to deliver a holistic model of advice for their clients, ensuring they receive expert advice to help them navigate the world of estate planing and achieve peace of mind. We have four principles when working with a partner:

1. Collaboration - we ensure we align with our partner to provide a comprehensive approach to planning.
2. Communication - It is our mission to keep our partners fully updated on progress and conversations with their clients at all times.
3. Cost Effectiveness - We offer fixed fee services at extremely competitive rates for our partners and their clients. Total transparency with no hidden costs!
4. No Conflict Of Interest - Our firm does not provide any FCA regulated services nor do we have any interests in any sister companies that provide such services. You can be assured that your clients remain yours.

 If this is something you are looking for then please get in touch for an no obligation discussion about your needs. You can email , call or complete the form below.

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