Referrers & Referred Clients

Many of the families we support come to us through trusted introductions — from financial advisers, accountants, mortgage brokers, 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 regularly introduces clients, this page explains how we work and what you can expect.

Being referred is a positive sign: someone who knows you and understands your situation believes you will benefit from speaking with a dedicated estate-planning specialist.

Here’s what it means for you:

• A trusted recommendation
  You have been directed to us because the referrer is confident we can support your needs sensitively and effectively.
   
• Independent, client-focused advice
  Although you were referred, our guidance is always tailored solely to you — your family, your priorities, your estate.
   
• No pressure, no obligation
  Your first conversation is simply an opportunity to explore your options clearly and decide what feels right.
   
• Joined-up thinking
  If you choose, we can work alongside your adviser, accountant, or solicitor to ensure your planning fits seamlessly with your wider financial and legal arrangements.
   

We value the trust placed in us by professional introducers. Our aim is to complement your existing relationship with the client, not replace or compete with it.

Here’s how we support our referrers:

• We protect your client relationship
  Your client always remains your client. We focus strictly on estate planning within our expertise.
   
• We reflect well on your recommendation
  You can be confident that anyone you refer will receive clear guidance, respectful communication, and a well-structured planning process.
   
• We make it easy for you
  You can refer clients simply and informally — a quick email introduction is often all that’s needed.
   
• We keep you updated
  With the client’s permission, we keep you informed (at an appropriate level) so you can maintain a complete picture of their planning.
   

Referrals provide something that online enquiries rarely do:
immediate trust and clarity.

For clients, it means starting the process with confidence.
For referrers, it means knowing your clients are in safe hands.
For us, it means we can focus fully on delivering thoughtful, robust, and effective estate-planning solutions.