Refer A Friend

Much of our business comes from personal recommendations, and we never take that for granted.

When a client introduces us to someone they care about, it tells us that we've done our job properly. It also tells us that they trust us enough to put their name behind what we do. That means a great deal to us.

We also offer a £30 online shopping voucher for a successful referral.

Why People Refer Us

Estate planning is one of those things most people put off until someone they know finally gets it sorted and tells them how straightforward it actually was.

That conversation matters. When someone hears from a friend, a family member or a colleague that they've found a service they'd genuinely recommend, it makes starting that conversation feel far less daunting than it might otherwise.

We've built our reputation on taking the time to understand clients properly, explaining things clearly and making sure nothing important gets overlooked. Many of the people we work with today first heard about us from someone who experienced that first-hand.

Who Might Benefit From An Introduction?

Think about the people in your life. Chances are at least one of them has been meaning to sort a will for longer than they'd care to admit.

It might be a friend who recently bought their first home and hasn't thought about updating their arrangements. A family member who has had children but never put anything formal in place. A colleague who has built a business without ever considering what would happen to it. Someone going through a significant life change who simply doesn't know where to start.

Sometimes the most helpful thing you can do for someone is point them towards a conversation that removes the uncertainty. That's all a referral needs to be.

Making the Introduction

Referring someone to us couldn't be simpler. Put us in touch, and we'll handle everything from there.

We'll reach out, arrange a conversation at a time that suits them and take them through their options clearly and without pressure. No obligation. No jargon. Just the same straightforward, personal service you'd expect from us yourself.

Our Promise To You

We understand that introducing someone to a business is a reflection of your own judgment. We never take that responsibility lightly.

Every person you refer to us will be looked after with the same care, thoroughness and attention to detail that we'd want for ourselves. We'll keep things simple, explain everything clearly and make sure they feel in good hands from the very first conversation.

That's our promise to you, and to them.

Know Someone We Could Help?

If you know someone who would benefit from a conversation about wills, trusts or estate planning, we'd love to hear from you.