With over 70 years combined experience as IFAs and in the FS industry, we know what it takes to both maximise revenue in the Estate Planning space and to retain business when it comes to intergenerational wealth transfer and other aspects.
We are looking to work with a select number of progressive, forward thinking IFAs to make Estate Planning an integral part of their advice and to lock out potential threats to their business.
With a focused, bespoke and intimate service to our IFA clients, we have a powerful range of products, priced competitively. As members of the Institute of Professional Will Writers, we guarantee you the highest level of compliance and professionalism.
For more about the advantage we present you, how we manage intergenerational wealth transfer, how large the opportunity is for professional estate planning and the estate planning solutions EP4A offer you and your clients, read on or contact us today on 0208 088 6336.
Miguel Claudia Da Ribeira
I couldn’t recommend Andy’s services enough. I have spent years putting off doing my will as I found it very daunting and to be honest, quite scary. From the very first conversation Andy put us completely at ease. Everything was very well explained from the start and we felt really comfortable talking to him considering the glum topic. During the process Andy was very responsive, professional, helpful and understanding…not to mention Patient and very friendly. I could not fault his services at all. His prices are very reasonable and the customer service is excellent. HIGHLY Recommend
Darren Fulford, Director
Through his many years of experience, Andy is able to quickly gather the information necessary to provide assured advice when it comes to protecting our clients and their loved ones. He offers a speedy, efficient and inexpensive option – we recommend him and his services to a large number of individuals every year. Andy is really friendly in his approach to collecting information. He understands that ‘Will Writing’ can be a sensitive matter for many. He has, and continues to, give us great advice.
Ernesto Andrade-Paris, Director
Andy has arranged my personal wills and POA and I have also introduced him to several of my clients. He has always displayed a professional attuite and has in depth knowledge of wills trusts and POA’s.
I would recommend any advisor to review his services which are very competitive in the market place
Gordon Craig, Director
We have recommended a number of clients to Estate Planning 4 Advisers and have been delighted with the professional manner in which Andy has explained matters to our clients and recommended action for them to consider. EP4A provide a holistic service and make all appropriate recommendations necessary to our clients, to protect them and their family both from a financial standing and also their health and wellbeing status. We will continue to offer this service to clients requiring assistance in these matters with the knowledge that they will be handled efficiently and with care by Andy and the team at EP4A.
