Wills Proposition

Personal Touch Financial Services, together with our will providers, have designed a simple system for PTFS members.

Rest assured that someone else will provide this service to your clients, they will complete your customers' Will instructions and write additional business and they will obtain referrals and recommendations based on the advice and service they have given.

All PTFS members need to do is gather their client's personal information.

This simple system will provide you with the opportunity to:

• Complete your service' to your clients.
• Increase your professional standing and credibility.
• Increase your business prospects.
• Increase your income both initially and year on year.
• Once you have obtained a PTFS agency, go to the Members Area and click on 'Will Writing'.

Will writing is not regulated by the Financial Services Authority.