Private Client Solutions

Our partner specialises in supporting clients with all aspects of Estate Planning including Wills, Lasting Powers of Attorney (Powers of Attorney in Scotland) and Trusts. Our unique proposition involves all 3 parties working together to create a joined up process that’s mutually beneficial to all.

The proposition provides an opportunity to develop client relationships, increase client retention and provide an additional income stream for Adviser businesses.

We work with you to encourage existing clients to take up the offer of a Will review or discuss the potential benefits of having a Will written where one does not exist. Trained legal consultants, qualified through the Institute of Professional Will Writers (IPW and ISPW), are provided to manage the initial consultations and create new business opportunities for the Adviser.

Nectre supply a communication to be sent by the Adviser to their client bank

Nectre arrange meetings with interested parties to be held in the Adviser practice or a location of the client’s choosing via telephone

A qualified legal consultant makes an educational presentation and carries out a thorough fact find, making relevant recommendations

All financial planning and investment opportunities are passed to the Adviser

All legal drafting is carried out by the Estate Planning specialist

In addition to providing a new income stream, this process gives Advisers the opportunity to re-engage with dormant clients, strengthen existing relationships and gain new clients via referral. The legal consultants are trained to educate clients first and foremost, not sell, however new opportunities and referrals are a natural by-product of the process. All financial business is passed direct to the Adviser.

Summary of Benefits

  • Re engagement with large percentage of clients
  • Provide an additional service to existing clients
  • Potential new clients through referrals
  • Additional income stream
  • Fully outsourced – Nectre handle all the most time consuming elements of the process, leaving you to focus on delivering the work
  • Professional, client education and service
  • Professional, cost effective business development