Referrers & Referred Clients

Many of the families we support come to us through trusted introductions - from financial advisers, accountants, solicitors, and other professionals who want their clients to receive clear, reliable estate-planning advice.

Whether you’ve been referred to us, or you’re a professional who introduces clients, this page explains how we work and what you can expect.

Being referred is a positive sign. It means someone who knows you and understands your circumstances believes you would benefit from speaking with a dedicated estate-planning specialist.

Here’s what that means for you:

• A trusted recommendation
  You’ve been introduced because the referrer is confident we can support your needs sensitively and effectively.
   
• Independent, client-focused advice
  Although you were referred, our advice is tailored solely to you - your family, your priorities, and your estate.
   
• No pressure, no obligation
  Your first conversation is simply an opportunity to explore your options clearly and decide what feels right for you and your family.
   
• Joined-up planning, where helpful
  With your consent, we can work alongside your adviser, accountant, or solicitor to ensure your estate planning fits seamlessly with your wider arrangements.
   

We value the trust placed in us by professional introducers. Our role is to complement your existing client relationship - not compete with it.

We focus exclusively on estate planning and do not provide financial advice or investment services.

Here’s how we support our referrers:

• Your client remains your client
  We focus strictly on estate planning within our expertise.
   
• A professional reflection on your recommendation
  Clients receive clear guidance, thoughtful communication and a structured planning process.
   
• Simple, informal referrals
  A brief email introduction is often all that’s required.
   
• Appropriate updates
  With the client’s permission, we keep you informed so you retain a complete picture of their planning.

Many advisers introduce clients when estate planning becomes more complex or time-consuming than they wish to handle within their own practice.

Referrals create immediate confidence.

For clients, it means starting the process with reassurance and clarity.
For referrers, it means knowing their clients are in safe hands.
For us, it allows us to focus fully on delivering thoughtful, robust estate-planning solutions.