If you have dependant relatives, own a property, or have any type of asset which you wish a loved one or charity to benefit from then you need to make a will.Learn More
Estate planning is an important element of your wealth management strategy, as it allows you to continue to help your loved ones after you're gone.Learn More
We currently work with a large network of financial advisers who trust us to look after their clients estate planning needs.Learn More
Messenger Financial Management : Affiliates
Why work with us?
We currently work with a large network of financial advisers who trust us to look after their client's estate planning needs. Many of which were aware of the opportunity to earn an additional revenue stream from estate planning, but didn't want the hassle of delivering it themselves, preferring to remain focused on their core business.
All you need to do is ask for permission to forward contact details from your client and then email/text your clients name and contact number and we will take care of the rest.
- Your own will for free; so you can see the process for yourself.
- Client's needs reported back to you to pick up on missed opportunities you can deliver.
- Competitive commission split on initial and recurring revenue on things you can't.
- Full pipeline reporting.
- Monthly commission run paid via BACS with no clawbacks.