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Introducers 

 

As a finance professional, your clients, consciously or not, look to your for guidance on protecting their assets.
Often, they expect you to proactively recommend an estate planner.

You know as well as I do that estate planning is more than just a fancy term for will writing.

 

Fixed Fee Advice
The Respect You Merit

You might have encountered a will writer who offers to write your clients’ wills while offering you a two or three-hundred-pound referral incentive. On your behalf I wished they’d treated you with the respect your profession merits.

No Mere Fancy Term

You know estate planning is not merely a fancy term for will-writing. Estate planning is the art of arranging the clients’ assets so the client and their family enjoy those assets today – so that the family don’t have to wait for the client to die to enjoy the fruit of the client’s life’s work.

Top 10% and Higher

Your clients, who are in the top 10% of earners and asset holders are of such material wealth that palming them off with a will that leaves everything to their partner or children absolutely would be inadequate – you would be doing them a disservice if you allowed your clients think such a will would serve their purpose, that such a will would serve their family’s purpose to. Worse upon worst would be if they died intestate.
Your aim is to do the best job you can.

You, Your Client, You

The way I arrange my clients’ affairs, enables you as the referrer to get an income today, but equally importantly helps you keep the funds under management when the client dies. Thus enhancing the value of your practice by more than doubling the period over which you manage the clients’ funds, thus doubling the value of your business.

The Fundaments

Long ago, in the days only farmers drove Range Rovers, I started my working life as a financial adviser. From memory the financial adviser’s or pensions consultant’s central point was: What is your current or desired lifestyle? Let’s arrange your assets and investments to provide assets and incomes for the lifestyle you desire [both now in your working life, and in your retirement].

Not dissimilarly, the essential task of the estate planner is to help articulate an answer to the query: Where would you want your family to be two, three and more generations hence?

In the final analysis, the estate planner asks the most fundamental, the most profound come before the client’s consideration. Because I ask more than merely: ‘whom do you want to inherit your things on your death?’ Because I help lay the foundation for their family’s future financial security.

What You Get

  • Income today
  • Improved client experience – you’ve entrusted your client to a reliable efficient partner
  • You would retain the client for longer
  • Zero effort administration
  • Increase of at least 100% in the value of our business

 

Your Exit Plan

Now, let’s talk about your asset, your practice, the fruit of your life’s work. Working with me , referring your clients to me for their estate planning would increase the value of your business by helping you keep your funds under management after your client dies.

Therefore, your exit, be it in twenty-four months or twenty-five years would be to mighty profit. And there’s more.

To get the show on the road, simply call me on 020 8669 17779 to the show on the road – we’ll start to see an increase in your income and the value of your business.

Excellent
Based on 37 reviews
Paul West
Paul West
2022-08-31
Ade guided myself and my partner through the Will making process and thanks to his help we both have the peace of mind of having a legally valid document in place. In addition, Ade provided a My things template for me to list, in once place, the whereabouts of documents relating to my assets and kindly sent another one with a box for storing the documents for my partner. He also regularly sends a newsletter with interesting and humourous articles.
Coco Shishi
Coco Shishi
2022-08-16
It was so reassuring to find someone local that we could trust with our finances at such a crucial time. We found him thorough, knowledgeable, understanding, and kind. We have already recommended Ade to others.
hayley merrett
hayley merrett
2022-08-10
Ade has been so helpful in sorting out our family’s wills. He’s very professional and friendly and has a lot of knowledge and advise to offer . I would highly recommend thank you 😊
Valerie Price
Valerie Price
2022-05-23
Very professional and fast service whenever advice is sought. Thank you for all your help.
Jackie Shaw
Jackie Shaw
2022-05-02
Having dealt with Ade at Maximum Inheritance Specialists previously when writing our wills we have now completed our Lasting Power of Attorney documents. Ade is a very honest knowledgeable and patient man and fully conversant in these fields. He made himself available to us even on a bank holiday weekend. We really appreciate the work he has done for us.
Philomena Mc Murrough
Philomena Mc Murrough
2022-04-27
Ade was so informative, respectful and kind in his procedure. I highly recommend to anyone this service. I highly recommend and will continue to pass Ade's details on.
Bella Vick
Bella Vick
2022-02-15
Ade was wonderful. Very diligent, empathetic, and communicative, and went above and beyond for us. He made what is a difficult/ emotional process as easy as possible. Highly recommend.
Hannah Lilley
Hannah Lilley
2022-01-27
Ade was really knowledgeable and really helped me through the process. I would highly recommend.
Lisa Spiteri
Lisa Spiteri
2021-04-12
Maximum inheritance specialists made writing my will a very quick and easy experience. Ade is extremely knowledgeable and efficient. I highly recommend this service
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