Working with EPS
Becoming an Introducer
Our experience and qualifications enable us to provide the best possible guidance and advice in all aspects of estate planning. We are able to enhance our own expertise by partnering with other leaders in our field. Our affiliates and partners include chartered tax advisors and wealth management experts for tax and investment advice.
We work closely with a number of Independent Financial Advisors, offering help and guidance to their clients, in relation to estate planning. Long term business associations are important to us. We keep in regular contact with all our associates, to share and garner current industry news and updates. This allows us to always provide the most relevant and informative news on estate planning.
At EPS, our clients satisfaction is the most important part of our service.
Work with EPS
We work with a number of Introducers, who regularly refer clients to us who are in need of estate planning advice and guidance. Our Introducer scheme is a mutually beneficial working agreement designed to assist you and your clients.
Becoming a Consultant
Estate Planning closely overlaps with financial planning as professionals in both areas are working towards the same aim, which is to help their clients achieve wealth preservation and protection for the future. Why not train to become an estate planning specialist with EPS and enhance your financial service.
You already provide a first class financial advisory service to your clients but why not give them something more?
By adding estate planning to your portfolio, you can provide them with greater peace of mind and an improved service. Retain clients by building long-term relationships and increased trust.
As an Estate Planning Consultant, you can help clients to:
- Protect their wealth by mitigating risk
- Maximise inheritance for their loved ones and
- Make it easier for their loved ones when they pass away
Estate planning consultants can make a significant impact on the lives of their clients by helping them protect their assets and provide for their loved ones in the future.
The advantages to becoming an estate planning consultant include:
- Additional income
- Intellectual stimulation
- Personal fulfilment
- Professional growth
All consultant training and support is delivered through our associated company Castle Training and Consultancy Ltd.
Castle was established to provide a 2 year training and mentoring programme for new entrants to the estate planning sector.
Our Compliance Manager Peter Burton heads the team at Castle. He is a fellow of the IPW and sits on their training panel. He has over 28 years experience in the sector and is also a member of STEP, the society of trust and estate practitioners.
