Are you a financial adviser?

Do you want to add Wills and Estate Planning to your portfolio of services?

We work with over 500 financial advisers, IFA’s and solicitors across the UK to help them offer their clients later life planning. We have worked hard to make our process as simple as possible for financial advisers and are proud of the reputation we have built up over the years as a professional and friendly company to work with.

What our advisers say

“We are delighted with your service, in this day and age it is fantastic to be able to get in touch with the team so quickly and not be listening to on hold music for 10 minutes, it is a breath of fresh air!”
(Neil Holmes)

“May I say that it has been a pleasure working with you- you are always prompt, helpful and professional – it is a credit to you all. My clients wanted me to pass on their sincere thanks for organising their Wills and Trusts so quickly and prioritising them. They were very happy with the service and I left them yesterday with everything signed and valid documentation so they may have peace of mind, especially Phil going into hospital today. Good job all round! Well done!”
(Samantha Hughes-Dowdle)

“The Right Will provide a great way to offer a service that dovetails with my current business goals, the support and administration is fantastic.”
(Daniel Dillon)

Find out more

To find out more get in touch with our friendly team on 01564 732 740

or email to request a brochure and further information.

We look forward to working with you