Partner with Hexagon Life Planning Services
Seamless will writing and estate planning for your clients
For financial advisors
Are you a financial advisor looking for a reliable partner to provide your clients with expert will writing and estate planning services?
At Hexagon Life Planning Services, we understand the importance of offering your clients comprehensive financial protection. That’s why we’ve partnered with financial advisors and professionals like you to provide expert will writing and estate planning services tailored to your clients’ unique needs.
We work closely with financial advisors across Lancashire, Liverpool and Manchester to offer seamless, professional estate planning solutions for your clients.
Four reasons:
Why partner with us?
Expertise you can trust
We specialise in wills, Business LPAs, trusts, and estate planning, ensuring your clients receive top-quality advice and service. Our team specialise in drafting wills, creating Business LPAs, and establishing trusts to protect your clients’ assets and businesses.
Estate planning partner for financial advisors
We collaborate with financial advisors to ensure their clients’ financial future is secure, both personally and professionally.
Seamless process
We handle every aspect of will writing and estate planning, offering in-home consultations to make the process as simple and comfortable as possible for your clients.
Client comfort
Our advisors provide in-home visits to make the process as convenient and comfortable as possible for your clients.
Four steps:
How it works
Download our partner app
We will send you a link to our convenient referral app
Contact
We will contact your client using their preferred contact method within 48 hours
Update
We will keep you updated on your client’s progress.
Promise
We guarantee that your clients will receive a first class service from start to finish.
Hexagon Life Planning Services Ltd are not the first wills specialists that we have referred to, but are by far the stand out ones when it comes to getting positive feedback from our clients.
Partner with Hexagon Life Planning Services
Photo: Victoria Reay, CC BY 2.0