Become a Referral Partner
Partner with Secure Wills to provide your clients with trusted estate planning support, including Wills, Lasting Powers of Attorney and Trusts. We act as an extension of your service, helping you deliver greater value while protecting the relationships you've worked hard to build
Who we work with
- Financial Advisers
- Mortgage Brokers
- Accountants
- Care Homes
- Solicitors
- Equity Advisers
- Insurance Brokers
- Funeral Directors
Why partner with us?
Your clients receive:
- Free Home Visits
- Free Estate Planning
Review
- Evening
Appointments
- Clear Advice in Plain
English
- Fixed Fees
- Personal Service
- Ongoing Support
Educational Support
- Estate Planning
Seminars
- LPA Awareness
Sessions
- Care Home Family
Talks
- Lunch & Learn
Sessions
- Online Webinars
- Marketing materials
and client resources
available
