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Using Wills as a 'door opener'
With all of the changes that are happening in the word of financial services we at TAPS are getting more and more calls from brokers wishing to add Wills & Estate Planning to the products and services they can offer their clients - after all everyone knows they need one they just don't know who to ask.
As their adviser you are best placed to help them as you already have their trust and respect and so you don't have to overcome those hurdles.

Offering a Will service to your clients is a great way of getting back in touch and with an average commission of £850.00 it's definitely worth looking at in more detail.
 
Click here to find out how we might help:

Click here to find out how we can help

If you would like to become a member our next training will be held on 23rd & 24th September at the Holiday Inn Heathrow.

Cost to attend £250.00.

Click here to book your place

For further information please call 01252 783772 or alternatively email matthew@taps.ws


   Matthew Mitchell

Contact me

Matthew Mitchell
Managing Director

Call me:
01252 783772

Email me

View my website

Pembroke House
Farnham
Surrey
GU10 1LG

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What my clients say

"Matthew's passion and commitment for his business, along with his 'nothing is too much trouble' attitude has given me every confidence in transacting business with The Asset Protection Strategy.

I would happily recommend Matthew to colleagues and fellow professionals as both Matthew and TAPS have added substantial value to my business and increased the scope of my client offering."

Samuel Gee
Registered Office, Fifth Floor, Kingmaker House Station Road, New Barnet, Hertfordshire EN5 1NZ United Kingdom
cherry

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