Pension and financial advisors Introducer Referral Program in Glasgow and across Scotland
Charterhouse Inheritance Planning in Glasgow provides an Introducer Program for Financial Advisors and Pension Advisors. Find out more about this great opportunity by getting in touch with us today.
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Family Owned
Weekend Appointments
Home Visits
The Introducer Programme
Our Introducer Programme is primarily for financial advisers, pension advisers, insurance brokers and mortgage brokers. You may already have a referral programme, introducing clients to a solicitor for Wills and/or Power of Attorneys. In most cases that will be totally insufficient for providing the protection they actually require.
Most solicitor firms do not offer comprehensive inheritance planning. Or they claim (wrongly) that some inheritance protection products “don't work”. Generally, this is due to the fact that they do not understand the complexities of these products. Or even worse, they really prefer just to do a Will for the client. Once the client pass away, this provides them (the solicitors) with extremely expensive Probate fees.
How can that possibly be in the best interests of your client?
Refer your clients to us with our Introducer Referral Program – providing peace of mind to your clients by using our excellent service and increase your reputation.
Charterhouse – our experience and expertise
Incorporated in 2009, Charterhouse Inheritance Planning is a professional inheritance planning business. We have many years of experience in the estate and inheritance planning industry. We work in association with Dallas McMillan solicitors. Dallas McMillan are a large law firm located in Glasgow city centre. They have an enviable reputation for their expertise in the estate planning industry, and this enables us to give the client a flexible service.
Retain your clients – keep out the opposition:
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Importantly, our introducer programme ensures that you retain the competitive “edge” over your market competition. We can provide you and your clients with an unrivalled duty of care and an excellence of service.
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Advising and execution of legal deeds for all aspects of estate and inheritance planning for your clients. We visit the client in the comfort of their home at a time and date suitable to the client. We can offer appointments on weekdays, evenings or weekends.
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We provide an excellent quality of service and affordability to your clients. Our service is considered, by both our current business partners and their clients, to be extremely competitive.
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You can read about our business model and how our quality of service is different. This offers you and your clients a vastly improved experience.
Integrating with Charterhouse
As part of your initial fact-find with a client, you will have asked them if they have Wills in place. Or if they are a current client, you will normally undergo an annual review with the client. At either event you can broach the subject of protection of their assets, reducing potential IHT. The importance of setting up a Power of Attorney should also be discussed.
The company brochure:
To assist you with this approach you can provide the client with our company brochure “Plan for the Future”. The brochure explains briefly the issues families face relating to setting out and protecting their wishes. If the client shows an interest in knowing more about the risks and threats to their estate, you simply introduce the clients to our service.
Advise them that we will be in touch to arrange an appointment with them to discuss further. You can also encourage them to visit our website to gain more in-depth knowledge of the issues. It is important to point out that if any client makes direct contact with us, we will not progress their enquiry without first gaining the introducer referral detail.
Find our more about our service and Introducer Referral Programme
Email Charterhouse Inheritance Planning in Glasgow at info@cipscotland.co.uk to request a link with your password to access your bespoke information on our referral programme. This will give you a further insight into our service, with details of the numerous benefits to your business. Or call us to arrange an appointment to discuss referring business in more detail.
