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Professional Clients – REFERRALS & OUTSOURCING SERVICES

If you are AN IFA OR OTHER FINANCE Professional SEEKING AN ESTATE PLANNING SOLUTION FOR YOUR CLIENTS OR AN ESTATE PLANNING FIRM looking to outsource your work, WE would be delighted to help you!

Outsourcing (for IFAS & Other professionals)

If you are an IFA or other finance professional governed by the FCA, you are required by the FCA, as part of your fact-finding exercise, to advise your client of the importance of having an up-to-date will and/or Lasting Powers of Attorney in place. You could be open to criticism if your client were to die ‘intestate’ (without a valid will in place).

If you would like to know more about how we work with IFAs and other finance professionals, please take a look at this article.


Estate planners & Private client lawyers

The spring of 2020 onwards, for reasons clear to us all, saw a huge rise in the number of people wishing to put wills and/or Lasting Powers of Attorneys in place.

If you run an estate planning business or law firm and wish to outsource some of your wills/LPA work, we would love the opportunity to assist you. Please get in touch below to find out how we could work together to continue to provide your clients with an exceptionally high level of service.

We have a number of different ways of working with our professional referrers in order to fulfil their clients' estate planning needs.  You may instruct us to meet with your client, take instructions and prepare all of the legal work or, alternatively, you may (subject to training criteria) complete the instructions yourself and submit them to us to prepare the legal work.

how we work         

referral fees & reciprocal work

Please contact us for details of our varying referral fees based on the above ways of working.  We take pleasure in building a network of professionals so that we are able to service our mutual clients' needs and will always look to refer clients on to the most appropriate source for their needs.

WHAT OUR CLIENTS SAY...


Here is a sample of some recent feedback from our lovely clients.  If you'd like to experience our service for yourself, please get in touch!

"I would just like to say what an excellent service you have provided, you were friendly and approachable and explained things really clearly to me." - Mrs Y, Chippenham


"Would absolutely recommend this lady and her service.  She's been brilliant in helping us get our wills completed and offering professional and clear advice." - Mrs B, Tadley


"Thanks for your wonderful service!" - Mr G, Newbury


"I highly recommend Rachel from Harding & Co Legal Services.  She was very efficient and helpful and, after a socially distanced meeting, within 24 hours had presented my very elderly uncle with his draft will, exactly as he wanted.  All signed and witnessed within a week. We were very impressed." - Mrs C, Goring-on-Thames


BOOK AN APPOINTMENT OR get in touch...

If you would like to know more about any of the services we offer or would like to make an appointment, please get in touch using the form below. Alternatively, please go right ahead and book an appointment in the diary on the left.

Thank you -
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