BUSINESS SUPPORT
WANT TO GROW YOUR BUSINESS BY WORKING WITH SOLICITORS ? SIFA PROFESSIONAL CAN HELP
LOOKING TO OFFER YOUR CLIENT LEGAL AND ESTATE PLANNING SERVICES ?
If you ’ re looking to offer your client legal services , such as will writing and lasting powers of attorney , or even probate , but are not able to – why not refer to the experts .
Pat Seaward Business Relationship Manager SIFA
Scarlett Musson Business Development Director APS Legal & Associates
Membership of SIFA Professional provides many benefits , not least the chance to access a wealth of support and guidance based on years of experience working with solicitors , and include your firm on the SIFA Professional Directory . SIFA Professional is an approved partner working with the Law Society .
Membership benefits at a glance :
• Access to our expertise to help you understand the solicitor market and how you can best work with them .
• Add your firm to the SIFA Professional Directory – showcase your individual specialisms to the solicitor marketplace .
• Access to a number of key documents and templates for when you engage with your chosen partner ( s ).
• Copies of our expertly written guides for use with solicitors and their clients .
• Regular updates keeping you up to date on the solicitor and legal world , including changes in rules .
• Monthly technical support webinars , to keep you in the know with key areas you will find relevant to solicitors .
Use of all our trusted adviser and directory member logos for your website , marketing materials and anything else – show solicitors you are the informed and trusted adviser of choice .
APS Legal and Associates , part of SimplyBiz , is one of the UK ’ s largest will writing and estate planning companies , and currently supports over 500 associates with providing these valuable services to their clients – and our proposition has just got even better .
What can we do ? Will writing and estate planning is complex and if it ’ s not something you do every day , we would recommend utilising the services of experts , such as APS . We deal with advisers and clients on legal matters every day and follow the Institute of Professional Willwriters ’ strict code of practice , providing you and your clients with peace of mind .
You can refer to APS in confidence and we will do the rest ! We can provide :
• will writing ( creation and storage )
• lasting power of attorney
• probate
• trusts What ’ s more , as an introducer , you will earn 15 % for all referred cases .
Improvements to our probate services To further strengthen our proposition and to ensure that we can support the increasing number of firms looking to refer , we have recently added to our senior management team , with the appointment of Gary Smith as Head of Probate . Gary brings with him a wealth of knowledge and experience in the probate sector and will make a great addition to the team , further strengthening our offering . In addition , new case management technology has been implemented to further streamline our processes and increase efficiency , which has also freed up the team to provide further support to you and your clients .
The costs for SIFA Professional membership are £ 120pm for firm membership , which includes one adviser ( excludes VAT ), and £ 25pm per additional adviser ( excluding VAT ).
To find out more , email p . seaward @ sifa . co . uk
To find out more , email s . musson @ aps-legal . co . uk
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