As you'll know, there are lots of options open to you when it comes to will writing. EP4A present you with a new and exciting opportunity to capture the estate planning market within your client base working alongside people who have over 70 years combined experience in financial services at all levels.
EP4A's estate planning service dovetails in with the advice you're already giving your clients; we actively improve the value of your relationship with your clients and their children or other beneficiaries.
Our solutions are available to a limited number of IFAs, our service is bespoke, personal and unparalleled in the industry.
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.
