Join forces with Countrywide and become an introducer
Simply introduce your clients and share the fees
If you have clients which could benefit from our range of services at Countrywide but you don’t have the time or inclination to personally train as an Estate Planning Consultant then why not introduce your clients to one of our experienced team and receive a share of the fees.
Most Financial Advisors, Accountants and other professional bodies work extremely hard helping their clients to build up their wealth, only to fall short at being able to provide the correct strategies to protect these same hard earned assets against attack from:
Divorce & Separation – Taxation – Creditors & Bankruptcy – Care costs - Marriage after Death
Our expertise in strategic lifetime planning will enable you to realise the full potential within your existing client base.
Unique estate planning strategies
Working alongside Countrywide, you will be able to provide your clients with unique estate planning strategies which ensures their assets are protected for future generations, setting you head and shoulders above your competitors.
A lifetime of planning services
Our areas of expertise are not just limited to death planning but throughout your client’s lifetime, offering personal planning, Business Succession and Agricultural planning with tailor made strategies to suit every set of circumstances and every pocket.
Visiting your clients
When making a client introduction, you will have the opportunity to talk to one of our in house experts first and then we will arrange for one of our experts to visit your clients at a time and place to suit them, to discuss their requirements.
You will then be updated with the progress of each introduction at every stage.