Testament Legacy Planning work in partnership with Independent Financial Advisors, Mortgage Advisors, Accountants and Wealth Managers, enabling them to offer a more rounded approach for their clients ensuring best advice and client retention.
Once introduced, the client remains yours, Testament Legacy Planning will contact the clients only in relation to agreed products and services and operate a strict no cross-selling agreement, taking the client’s instructions and handling the process start to finish whilst keeping the introducer updated at all times.
To offer your clients important additional services and to find out what benefits this may have for you as their trusted advisor, please fill out the contact form below.