Financial advisor, Estate planning services camberley
Alder Wills

How can our professional estate planning service be great for your clients and also help you to grow your business?

You’re probably already aware that by referring your clients to a trusted Estate Planner means you are offering them a valuable and needed service. Our years of experience working with Financial Services professionals has demonstrated that by referring your clients to Alder Wills & Probate (South East) Ltd it will help you to grow your business.

What makes us stand out from other Estate Planners is that not only do we provide a professional and quality service to clients but we ACTIVELY generate new business for YOU!

Our professional, consistent and personable approach means that we regularly refer quality hot leads back to our professional introducers

If you already refer your clients to a Will Writer, how many referrals have you received back from them in the last 6 months? If your answer is none, or very few, then perhaps it’s time for you to consider a change? 

Alder Wills & Probate (South East) Ltd specialize in providing high quality advice on Wills, trusts, Lasting Powers of Attorney and associated legal services and our focus is in helping you build your business, whilst delivering a comprehensive, valuable and needed service to your clients. We are fully insured under a comprehensive Professional Indemnity policy and also work in association with Barristers.

What difference would it make to your business if you were to receive regular quality referrals from your Will Writer?

Help with promotional material

We can also provide you with promotional material to help you introduce to your clients the importance of having a valid and up to date Will including:-

  • Template Letters
  • Template Emails
  • Brochures
  • Discount vouchers off the price of a Will for your clients

We pride ourselves on providing excellent customer service so you can rest assured to trust us with your clients.

If you would like to find out more about our offering and services please call on either Mobile: 07967 980373 or Office: 01276 415 811 Email mike.jones@alderwills.co.uk and I will be delighted to see how we can work together to provide a worthwhile service to both you and your clients.

 

 

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