🤝 Partner with Us – Supporting IFAs in Fulfilling Consumer Duty

At TiW, we offer a collaborative opportunity for Independent Financial Advisers looking to add extra value to their clients while fulfilling FCA Consumer Duty obligations.

Why Partner with Us?

We specialise in estate planning services that:

• Help clients protect and pass on their wealth responsibly.

• Complement your existing financial advice with legal structures like Wills, Trusts, and Lasting Powers of Attorney (LPA).

• Support the "act in good faith" and "avoid foreseeable harm" principles central to Consumer Duty.

The Benefits to Your Practice:

✅ Add a new layer of holistic service without needing to specialise in estate planning yourself.
✅ Enhance your client outcomes by ensuring their legacy planning is secure.
✅ Work with a trusted, compliant partner with legal oversight and a client-first approach.
✅ Receive optional introducer or revenue-sharing arrangements (discussed individually).

What You Can Expect:

• A dedicated point of contact.

• Clear, plain-English explanations for your clients.

• No pushy sales—just professional, respectful support.

• Transparency and trust at every step.

Let’s Talk

Whether you're looking to enhance client protection or diversify your services, we’d love to hear from you.

📩 Contact today to discuss how we can support you and your clients.