Introducer Referral Programme for Financial and Pension Advisers

Enhance your client reputation and help them arrange and protect their estate from the many risks that can seriously reduce their estate value for their family’s inheritances.

We offer your clients weekday, evening and weekend appointments to fit their lifestyle schedule.

Find out more by calling us

An introducer programme for IFAs and Pension Advisors

Introduce inheritance planning to your clients with the Introducer Programme from Charterhouse Inheritance Planning. Our pension and financial advisors referral programme can be the final part of the jigsaw for your business model – and should be considered by you as an essential part of your service to your client base.

What is the point of arranging financial products such as investments, bonds, mortgages and life insurances if you don’t finish the job?

We will talk you through the issues and differences of Wills, Will Trusts, and Family Trusts. Importantly, for your clients, we will explain what each of these options can and cannot benefit them.

Our referral programme ensures that your client has the means to protect their assets from taxation, inheritance issues and many other threats to their assets.

It is important to note that failure to offer estate and inheritance planning will result in a dramatic drop in the value of your clients` potential inheritances to their loved ones.

The Introducer Programme

Our Introducer Programme is primarily for financial advisers, pension advisers, insurance brokers and mortgage brokers. You may already have a referral programme, introducing clients to a solicitor for Wills and/or Power of Attorneys.

In most cases that will be totally insufficient for providing the protection they actually require.

Most solicitor firms do not offer comprehensive inheritance planning. Or they claim (wrongly) that some inheritance protection products “don’t work”. Generally, this is due to the fact that they do not understand the complexities of these products. Or even worse, they really prefer just to do a Will for your client. Once the client passes away, this provides them (the solicitors) with extremely expensive Probate fees.

How can that possibly be in the best interests of your client?

Refer your clients to us with our Introducer Referral Programme – providing peace of mind to your clients by using our bespoke inheritance planning service – and increase your reputation with your clients

Charterhouse, our experience and expertise

Incorporated in 2009, Charterhouse Inheritance Planning is a family-run inheritance planning business. We have many years of experience in the estate and inheritance planning industry. We work in partnership with our in-house trustee company CM Charterhouse Associates Trustees Ltd and PRP Legal Ltd solicitors. PRP Legal are a large family law firm located in Glasgow City centre. They have an enviable reputation for their expertise in estate family law within the estate planning industry, and this enables us to give the client a flexible service.

Retain your clients – keep out the opposition

Importantly, our introducer programme ensures that you retain the competitive “edge” over your market competition. We can provide you and your clients with an unrivalled duty of care and an excellence of service.
Advising and execution of legal deeds for all aspects of estate and inheritance planning for your clients. We visit your client in the comfort of their home at a time and date suitable for your client. We can offer appointments on weekdays, evenings or weekends.
We provide an excellent quality of service and affordability to your clients. Our service is considered, by both our current business partners and their clients, to be extremely competitive.
You can read about our business model and how our quality of service is different. This offers you and your clients a vastly improved experience.

Find our more about our service and Introducer Referral Programme

Email Charterhouse Inheritance Planning in Glasgow at [email protected] to request a link which will also provide you with a password to access your bespoke information on our referral programme. This will give you a further insight into our service, with details of the numerous benefits to your business.

Or call us to arrange an appointment to discuss referring business in more detail.

"Excellent service. Took time to explain everything, and at no time pressured us, and gave us time to think about exactly what we wanted. Could not have been more helpful. Would highly recommend"

"Advice to review, discuss and update all aspects of our longer term financial, inheritance and estate planning were the goals and strategy requested from Colin. Arranged personal home visits, were completed in a relaxed, timely and very professional manner. Preparation of all documentation and paperwork from Charterhouse & Solicitors (updated Wills, Power of Attorney and Family Trust) were completed and signed in due course. Highly recommend the professional service and diligence from Colin at Charterhouse Inheritance Planning, to ensure peace of mind, that the important and sometimes overlooked aspect of life planning requirements are in place for the future."

"Our experience was very informative. We required an explanation of a Trust Fund, Wills, Power of Attorney and Probate and the subsequent setting up of the aforesaid documents. Colin explained all aspects in each area and we are so pleased that everything is now in order for our daughter. He visited our home twice which gave us time to mull over the initial discussion we had before going ahead with our instructions and we will meet again next year to complete the final part of the paperwork i.e. Power of Attorney. We can highly recommend the quality of service we received and now feel secure that everything is set in place regarding our wishes for the future."

"I can recommend Charterhouse Inheritance Planning without a shadow of a doubt. Colin is very approachable, very good listener and a fair man indeed. He provides good, solid advice and allows you time to think about things before deciding on best way forward FOR YOU AND YOUR FAMILY. I and my family have used his services for many things such as advice on Trusts, securing Wills and Power of Attorney’s. They have a wealth of experience. You will not be disappointed. We were kept informed every step of the way."

"Hassle free First class service with very knowledgeable and friendly staff ."

"Colin was very professional and gave us good advice. He is very knowledgeable and has a friendly manner. His communication was excellent through the whole process."

"Recently I had the good fortune to come into contact with Charterhouse inheritance planning (Mr Colin Yule) who provided an excellent service to my wife and I by explaining then providing our wills and family trusts in conjunction with a reputable firm of solicitors. I would have no hesitation in recommending Charterhouse inheritance planning to others."