As a financial services professional, you have a responsibility to guide your clients through crucial decisions that will safeguard their financial future. A key part of this process is estate planning, which ensures your clients’ assets are handled according to their wishes. At APT Legal, we specialise in this area, partnering with financial advisers and wealth managers to provide expert Will writing services. Many in the financial services industry already trust us with their clients, knowing that we offer comprehensive, professional support to meet their estate planning needs. Many of the financial services professionals we work with have started as clients themselves and therefore have seen our 5-star client care.
So, Why Refer Clients to APT Legal?
Our Will writing services perfectly complement the work of financial advisers. While you help your clients grow and manage their investments, we ensure those assets are protected through careful estate planning. Many financial services firms refer their clients to us for three main reasons:
1. Complementary Expertise: As a financial adviser, you may focus on investments, pensions, and wealth management, but when it comes to Wills and estate planning, this requires a different set of skills and legal expertise. At APT Legal, we are specialists in estate planning, and our team is led by a qualified solicitor, Carrie, who brings extensive experience in this area. Our team members are also part of the Society of Will Writers or have worked in private practice, ensuring that all estate planning matters are handled to the highest standard.
2. No Cross-Selling, No Conflicts: We understand the importance of protecting your clients’ interests. When you refer a client to APT Legal, you can be confident that their needs will be our only priority. We don’t cross-sell or refer them to other services without your knowledge. We are here solely to support their estate planning needs, allowing you to continue focusing on your core services without concern for conflicts of interest.
3. Trusted Protection: Your clients’ peace of mind is paramount, which is why we hold full Professional Indemnity Insurance, giving everyone confidence in our work. APT Legal have been working with professionals and their clients for over nine years. We’ve helped hundreds of clients, and our reputation for reliability is well-established. We’re also rated 5 stars on Google by our clients, which reflects the high level of trust they place in us.
How We Protect Your Clients and Enhance Your Service
Estate planning often requires a more comprehensive view of a client’s finances than other advisory services. For instance, while a financial adviser may be focused on an individual’s investment portfolio or pension planning, a Will writer is entrusted with understanding the entire makeup of their estate. This includes their property, assets, savings, and future expectations like potential inheritances.
Through our in-depth conversations with your clients, we often identify areas where further discussions around investments or pensions may be beneficial. If we discover opportunities for your clients to improve their financial planning, we will always suggest that they have further conversations with their financial adviser, ensuring their overall financial picture is in harmony.
When discussing elements like expected inheritances, we can provide you with valuable insights into your clients’ future financial landscape. This kind of holistic collaboration between estate planning and financial advice can deepen your relationship with your clients, as it shows you are committed to protecting their wealth both now and for future generations.
Keeping You Informed Throughout the Process
When you refer a client to us, we keep you updated throughout the process, so you are never left in the dark. We can work closely with you to ensure any estate planning aligns with the financial strategies you’ve developed for your client. Additionally, we offer flexible referral arrangements that can be tailored to meet your preferences. For example, we can share fees, donate a percentage to a charity of your choice, or pass a discount onto your clients.
Partner with APT Legal
At APT Legal, we’ve spent nearly a decade building a reputation as trusted estate planners for financial services professionals. Beyond that, our team have collective experience of over 50 years. Our expertise, commitment to client care, and understanding of the broader financial picture make us the ideal partner for your firm. When you refer your clients to us, you can rest assured that they will receive the highest level of professional service and protection.
If you’re ready to ensure your clients’ estate planning needs are in safe hands, get in touch with APT Legal today and book in a coffee with Carrie or a trusted member of her team. Together, we can provide a complete, complementary service that ensures your clients’ financial wellbeing is fully protected.
