Financial Advisers Zone

The Complete Wills Financial Advisers Zone is to be an information source for all financial advisers and consultants working with Complete Wills.

The Financial Advisers Zone is currently being developed so that News and Information relating to Wills, Trusts, Probate and estate planning can be refreshed on a regular basis thereby keeping you informed.

If you are viewing this page for the first time then we offer you our warmest welcome and thank you in advance for giving us the opportunity of being of service to you and your clients.

We are very keen to assist financial advisers and their clients in producing Wills and have developed the Simple Instruction Form and system to make this process easy and profitable for you.

Just £30 plus vat (£36) is all we require from you to produce your clients simple Will, and £72 for a couple (£60 plus vat). The instruction form is simple to use for you and your clients and we make the process of dealing with the client very easy for you with no training required. We have professional indemnity insurance cover of £2M provided for your clients peace of mind.

You charge your clients anything from £75 to £200 for your simple Will service and if their needs are greater we’ll discuss this directly with the client and pass back to you 20% of any further fees we take by providing additional estate planning solutions to the client.

You can download our Simple Will Instruction Form from this page together with a copy of our recent mail shot to financial advisers and our Terms of Business we send to clients who engage with us.

In time there will be more downloads and information available in the Financial Advisers Zone but in the meantime should you have any questions please do not hesitate to contact Jim Goddard who is a member of STEP (Society of Trust and Estate Practitioners) for further help and advise.

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