Introducers

If you are a Charity, a Financial Adviser, Citizens Advice Bureau or similar, our services can significantly benefit both you and your Clients.

We take care to ensure that our Introducers are not required to give any advice and we are experts at promoting your best interests, provided they do not clash with those of our mutual client, of course!

Please give us a call, and ask for Stephen Pett or email him

Within our armoury to promote you, we have email courses, ebooks (on Legal Planning and Inheritance Tax Planning) and online information and enquiry generators.  We can also tailor economical Codicils for charities.