Making Will Writing Part of your Financial Practice (CPD available)
We have partnered with IFAs, mortgage brokers and accountants for the last 13 years. We believe we understand their needs, and how Wills and Estate Planning can help them grow their businesses. We have also helped many of them incorporate Will writing into their businesses while providing CPD at the same time. Our Training (eligible…
New dates announced for our ‘Will Writing for Financial Advisers’ Course
We have partnered with IFAs, mortgage brokers and accountants for the last 9 years. We believe we understand their needs, and how Wills and Estate Planning can help them grow their businesses. Having listened to our partners we have developed a two day course specifically for professionals in financial services. The next course is on…
How to make Will writing a part of your Financial Services business
Please click on this link to find out how we are helping IFAs and mortgage brokers to use Will writing to improve their business Will Writing for Financial Advisors