Preserving wealth from one generation to the next
Beneficial Trust and Will Company (BTWC) are delighted to announce that they have been appointed by the Julian Harris Independent Financial and Mortgage Adviser network as preferred provider for will writing and estate planning services.
Julian Harris Financial Consultants and Julian Harris Mortgages Ltd have over 22 years of experience in the highly competitive, professional and completely independent network adviser services, authorised and regulated by the Financial Conduct Authority.
Offering a comprehensive range of solutions from simple wills to trusts, lasting powers of attorney and probate services, BTWC are ideally positioned to deliver personalised support to Julian Harris members and their clients.
Trevor Cross, Managing Director of BTWC Ltd commented:
“This is an exciting opportunity for BTWC to support Julian Harris members to develop their estate planning offering and deliver comprehensive will writing services to their clients. We are proud to be working with such a customer centric financial services network who value the importance of establishing key partnerships to best support their members in developing client relationships.”
Working together to deliver personalised and tailored wealth planning solutions, BTWC and Julian Harris can ensure that effective legacy planning will enable the preservation of hard earned assets for future generations.