The Right Will was created for financial advisers to offer their clients a Will and Estate Planning Service. We work hard to make our process as simple as possible for financial advisers and are proud of the reputation we have built up over the years as a professional and friendly company to work with.
Estate Planning is an excellent service for your clients, and with an average commission of between £600 and £800, it’s also a fantastic additional income stream for you.
“I’ve found, like many other colleagues, when clients effect new protection policies or mortgages they are very receptive to looking at their estate planning, with a high percentage updating or effecting wills and trusts. This provides invaluable additional fee income, enhances my professionalism (their words!) and cements our client/adviser relationship. I would definitely commend all advisers to get licensed to provide such advice.”
(Chris Seery, The Right Mortgage and Protection)
To find out if we are what you are looking for, Watch our Promotional video
Why choose us as your Will & Estate Planning Provider?
- No monthly charges
- Upfront commission
- Online training
- Bespoke recommendations provided by our technical team
- Full marketing suite
- PI cover up to £2.5 million
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