Independent Financial Advisors, Accountants and other Financial Professionals….....Welcome.

Your Business

The purpose of this section is to help professionals like yourself offer your clients additional “excellence” in planning their financial affairs and, at the same time, to assist in further enhancing your business.

Having a Will is a very prudent part of succession planning. Having the “Right” Will is a vital part of almost all financial planning.

 

When providing financial advice and guidance to a client the area of Wills has, perhaps, been one of the more underserviced areas by many professionals. Why? Often because it is simply not the advisor's area of expertise.

As a result, when advising the client on financial planning sometimes the only advice given to the question “Do you have a Will?” is often reduced to “You would be wise to get one”

STAND OUT amongst your peers

Advising your client to have the “Right” Will for them and their family can enhance your client's feelings that they are being comprehensively looked after in every way by an advisor they would like to refer on to friends and family.

 

Why you should use In Home as part of your advice package to your clients.


Your Clients

Can enjoy the additional benefit of having you, their trusted advisor: 

  • Offer them far more than just “A Will.” ...who can provide them with the "Right" Will that gives them the level of protection and Peace of Mind THEY want for their family.
     
  •  Provide Business Lasting Powers of Attorney giving them immediate and long term security in their business matters.
     
  •  Provide Personal Last Powers of Attorney for your none business clients as an essential part of their current and future security and personal well being.
     
  •  Ensure that plans are in place now for the day your client’s life long efforts need to be passed on to loved ones quickly, smoothly and cost effectively. Our expert Probate and Estate Administration team can help.

The Outcome

Your Business can benefit from the following:-

  • Client referral as a direct result of Will advice where the referred client, in addition to needing a Will, also requires further financial advice.
     
  • Enhanced “existing” client service creating further opportunity to review and revise their situation with a charging opportunity.