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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
   matthewupdategif.gif

Contact me

Matthew Mitchell
Managing Director

Call me:
01252 783772

Email me

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Pembroke House
Farnham
Surrey
GU10 1LG

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What my clients say

"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
Registered Office, Fifth Floor, Kingmaker House Station Road, New Barnet, Hertfordshire EN5 1NZ United Kingdom
cherry

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cherry, cherryFind and cherryaidfs are trading names of cherry UK Limited ('cherry') Registered Office: The Stables, Little Coldharbour Farm, Tong Lane, Lamberhurst, Tunbridge Wells, Kent TN3 8AD. Registered in England and Wales. Company Registration Number: 05624666. VAT Number: 874593966

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