Turn Everyday Mortgage Conversations Into Better Client Outcomes
A simple, compliant way to introduce Wills, Trusts and LPAs, without changing your role.
- Referral-first approach
- No legal advice required
- We handle everything for your client
- Clear, compliant boundaries
Trusted by mortgage advisers across the UK for over 25 years.
*Have a client in mind? Submit their details and we'll contact them and handle everything for you.
You're Already Having The Conversation
Estate planning isn’t a new conversation - it’s already happening within your client meetings.
Every mortgage or equity release case involves:
- Property ownership
- Family considerations
- Long-term financial planning
Which naturally leads to questions such as:
- “What happens to the property if something happens to me?”
- “Do I need a Will in place?”
- “How do I protect my family?”
Most advisers recognise these moments.
The challenge is knowing how to respond appropriately, without stepping outside your role.
That's where we come in.
How this works in practice
A short introduction from Amy on how we support mortgage advisers and their clients.
Got a client in mind?
If you have a client who needs support with a Will, LPA or Trust, simply submit their details and we’ll contact them directly on your behalf.
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