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Advertisement by The Asset Protection Strategy |
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Asset Protection – A valuable additional income stream for all Financial Advisers
At The Asset Protection Strategy, we have created a straightforward way of explaining the risks that effect the majority of clients - both in their lifetime and after they’ve gone as a result of not having a Will.
By following a simple step by step process you will be able to offer your clients a full estate planning service without having to give any advice or recommendations or hold additional PI cover - our legal services partners will do all of that for you.
Our partners are members of S.T.E.P and are responsible for creating bespoke Asset Protection solutions for your clients which would typically include the following:
- Writing or updating Wills
- Looking at how property is owned
- Trusts
- Powers of attorney
Based on 2012 figures - The average earning per estate plan is £1,000
To become a member you will need to attend a 2 day training course, these are held every 2 months and cost £250 after which there is an on-going monthly membership fee of £30 more details can be found by visiting our website.
Member Benefits include:
- Technical Help desk
- Sales and marketing advice
- Bespoke Wills & Trust website
- Personalised Business cards
- £2m PI cover
- Comprehensive members area
To find out more...
Call 0800 6347051, email matthew@taps.ws or go to www.theassetprotectionstrategy.co.uk |
Matthew Mitchell Managing Director
Call me: 01252 783772
Email me
View my website
Pembroke House Farnham Surrey GU10 1LG
"Matthew's passion and commitment for his business, along with his 'nothing is too much trouble' attitude has given me every confidence in transacting business with The Asset Protection Strategy.
I would happily recommend Matthew to colleagues and fellow professionals as both Matthew and TAPS have added substantial value to my business and increased the scope of my client offering."
Samuel Gee
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Registered Office, Fifth Floor, Kingmaker House Station Road, New Barnet, Hertfordshire EN5 1NZ United Kingdom
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