"I recently attended the APS training course and already booked my first appointments and had my first referrrals. I'd recommend the course to any adviser who needs or would like more work and income. A great excuse to go back and see your clients" - Alan Blackwell, IFA, Shawcross-Blackwell Financial Advisers
"Offering probate gives peace of mind for the client as I have a relationship with them and it also ring fences their assets for me to deal with the beneficiaries on death. And obviously the fees are helpful" - Kevin Smith, Jamesmith Financial Services.
"Apart from helping myself to consider the end game with clients, by talking to clients about probate gets them thinking of the wider issues and my business benefits by generating additional financial services work" – David Curley (IFA), Logic Life and Estate Planning?