Professionals

Diversify your business operations and become a qualified estate planning and/or probate Associate

You can provide our services directly to your clients and we will happily develop and support you and/or your staff to become fully qualified Associates.

Estate planning/Will writing - we will put you through our exclusively designed IFA 3 day training course where you will receive an industry recognised qualification. We will provide all the ongoing support required for you to provide a complete Estate Planning service to your clients.

Probate - you can either attend a full day course or a half day webinar - the choice is yours.

Use the menu on the left to look at the range of services we can offer you as a financial adviser or other professional.