Will-writing scheme to drive IFA appointments

Graham Evans, director of Somerset-based advisory firm Western Financial Planning, said the service,, offers advisers the opportunity to access “a quality national appointment service” without having to use a lead generation company.

The product, developed in conjunction with a team of solicitors and which can be white-labelled by advisory firms, consists of a free will-writing service and discounted probate service targeted at consumers, as long as they sign-up to a financial review with an adviser.

Mr Evans said: “As more than 70 per cent of adults do not have a will, this is a massive market where advisers can obtain appointments and ongoing referrals if they want to get involved in the witnessing of the will. We also offer will training as part of the service and demand has been very high so far.”

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He added that the service was developing partnerships with charities to offer free wills to their customers in exchange for a donation from the firm for each will.

Mr Evans said: “We have full indemnity and liability cover. This is a service that can deliver big benefits to advisers, and quality appointments.”

How works:

- A client registers on the website.

- A free financial review is arranged with an adviser affiliated with the service (or an adviser from the firm that has white-labelled the service).

- The client receives a unique passcode and can access the will service online.