We’re in a competitive industry where growing your client base can be hard work (and expensive), and keeping your clients can sometimes seem even harder.

Beneficial Trust & Will Company (BTWC) provide an extensive Will and Estate Planning service that you can utilise to offer your clients a fuller product portfolio.

With over 30 years in financial services, BTWC understand the need for advisers to provide clients with relevant products and a high level of service. We work closely with you to either provide training so you can deliver an estate planning service directly or we can work with your client on your behalf – and they always remain yours.

JOIN BTWC AND YOU GET:

• A choice of Wills, Funeral Plans and Estate Planning products to offer your clients
• Opportunity to earn up to £1,200 for an Estate Plan
• FREE Private Indemnity Insurance up to £2m per document
• Full training and support
• Access to full marketing support to help grow your business
• The client remains yours
• A service that delivers speed, accuracy and efficiency
• Document storage
• We are approved with IPW & SWW – no risk to you or your reputation
• Another reason for your client to come back to you