Are You Looking For An Award Winning Estate Planning Solutions Provider You Can Trust?
Experience The BTWC Difference
Pride In Everything We Do
After 25 years working in the Estate Planning industry, we understand how hard it can be to find someone you can trust, to work alongside as your trusted Estate Planner.
We pride ourselves on delivering cost-effective solutions for you, your advisers and your clients, in a helpful, human and holistic manner. Our team will work as an extension of your team to enable you to deliver a diverse range of estate planning services, including Wills, LPA's, Trusts and Probate Services to your clients, in a seamless manner.
Over the years have created a proven methodoloy called PRIDE, to deliver expert advice every time. The five principles of our pride methodology are:
- Personalisation
- Reputation
- Information
- Diversification
- Education
If this approach 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.
How The PRIDE Methodology Works
Personalisation
We don't offer standard solutions, but tailor them to you, your advisers and your clients. We ensure we align with you to provide a comprehensive approach and develop a long term relationship, as your Estate Planner.
Reputation
High-quality, accurate drafting, to ensure you have timely turnaround, accurate documents that are free from errors to make you and your team look good. All at cost-effective fixed fee rates for you and your clients.
Information
We will ensure you know the progress and conversations with your clients at all times.We guarantee to keep you, your team and your client informed and fully updated at every step of the process.
Diversification
We enable you and your team to diversify your client offering into Estate Planning, with ease. Best of all there is no conflict of interest, we do not provide any FCA regulated services. You can be assured that your clients remain yours.
Education
As a partner we will support, train and update your advisers to ensure they can provide the right information to your clients. They can take advantage of our training portal, quarterly updates and Associate Adviser training courses, to help them grow their confidence and their business.
I've had the pleasure of using the IPW Award Winning Will writing services delivered by Amy for a number of years now, and I can't speak highly enough of the outstanding support and expertise provided by Amy and the team at BTWC.
Imran Rafiq
Lets Talk
The first step is a confidential call with us. We will discuss where you are now and where you would like to be with your Estate Planning offering.
We will explain how our PRIDE methodology would work for your specific circumstances and how we will support you and your team in delivering for your clients.
If you would like to talk further about becoming a partner with BTWC, then simply fill in the form below and we will arrange a call to discuss your specific needs further.
Contact The Team
(01522) 500823
Hillcroft Lodge, Hillcroft Business Park, Whisby Road, Lincoln, LN6 3QL