Why Hello?

“Differentiate your business”

Our referral programme is great way to differentiate your business and add value to your clients. As a business referral partner, you’ll be able to offer your clients a comprehensive estate planning service that will give them peace of mind and security in knowing that their affairs are in order.

“Create an additional revenue stream”

If you’re looking for a way to increase revenue at no cost our business referral programme is perfect for you. You’ll earn commission on any successful referral you make.

“Client retention assurance”

We look after your clients, but they remain your clients. If a client returns to us for another service, we guarantee that we will first notify you, giving you the chance to retain your clients for longer.

“Your clients will love our system”

Our service that eliminates the need for expensive and time-consuming face-to-face meetings to discuss estate plans. It’s easy to use and accessible 24/7. Clients gain lifetime access to our online portal which provides easy access to their documents - anytime, anywhere.

Why your clients might need us?

Let's talk