Professional Will Writing Company to the Financial Services Industry
Confidentially offered for sale
Ref No: CM009
Location: Lancashire (Fully Relocatable)
Asking price: O.I.R.O. £195,000
This professional Will Writing Company was set up in 2005 by the current Vendors after many years working elsewhere within the Will writing business. In a relatively short period of time the business has established itself as a well respected and knowledgeable practice serving more than 200 individual Financial Advisors/Introducers (the “clients”) covering most parts of the country. It has developed this network of clients in such a way so that it enables them to offer Will and Trust writing services to their own customers, the general public. The Financial Advisors are paid a commission for all the various services the business provides for their clients. This approach to the market is rather unique and extremely effective in delivering a high quality Will writing service to a very large client base both directly and indirectly. This is demonstrated by the fact that the business has already built up a Will Bank of circa 3000 documents and a significant Financial Advisor sales network with figures growing almost daily.
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