If you are already one of our Financial Advisers, please email email@example.com for information on obtaining the up to date instruction forms.
As IFAs, you have a duty of care to protect your clients from financial catastrophe and also need to protect yourselves from potential litigation.
The FCA require that the fact finding process includes information about Will planning and the importance of ensuring that an up to date Will is in place. We live in a litigious world and IFAs need to ensure that they are not criticised if a client dies without a valid Will in place.
The good news is that not only can IFAs meet their obligations to the FCA rules by ensuring that their clients understand the importance of Estate Planning but they can also generate a lucrative income stream for doing so and at the same time, ring fence clients from other professional organisations.
Goodwills Legal Services has worked with IFAs nationally for many years. More than 300 IFA practices have used our services. Our bespoke approach to supporting IFAs has ensured that they receive the service that they and their clients want. Please read about our service and contact us if you believe that Goodwills Legal Services can help in any way.