We offer several services that give advisors compelling reasons to re-contact their clients. These clients benefit from a broadening of your services, and for you to gain access to new and valuable additional income streams. Most of our business comes from mortgage and financial advisor networks and to date we are currently on the panel for foreign finance with 12 major networks. We have been operating in the intermediary market place now for over 20 years and this has given us a good platform to work from when designing a process advisors are comfortable with. The contact method to the client has been designed around FSA guide-lines, our Terms of Business (TOB) and Treating the Customer Fairly (TCF) documents reflect this commitment. Providing New Opportunities for Your Buy-to-Let Clients Do you come across, or have any Buy-to-Let clients? Well, we have some excellent alternative products that have proved extremely popular with these clients, producing yields upwards from 6.7%. Is this something that may be worth looking at? Having a Source of Under-Priced Overseas Repossessions Through our close links with many international banks, we have access to genuine under-priced repossessions in certain countries. Have you ever had clients enquire about buying abroad? Could it be that some of your clients might be interested in genuine bargains? Would you like to instantly increase your property stock? Reducing Your Clients' Monthly Costs on Overseas Mortgages Many of your clients may have purchased overseas at higher interest rates than are currently available, in which case, as rates are at an all time low, they could be looking to re-mortgage. Are you aware of any of your clients that have bought abroad? We have some great overseas re-mortgage opportunities at the moment, where clients could save hundreds per month by switching. Is this an area worth exploring further? Enhance Your Client's Long-Term Pension Income We have some excellent methods for you to enhance your clients long-term pension income (and you don't need to be pension licensed). With the recent changes in the pension planning landscape, combined with annuity rates at an all-time low, the more modest investor's range is something we can address as well as your wealthier clients. Many of your clients may have small pensions "locked up" from earlier employments, that would produce negligible incomes as annuities, but could still be a useful income-generating investment, particularly if there are several to combine. Most advisors perform a pension review as part of their normal fact find, however, we can perform this function for you, if required. The Next Step Our website www.vivacostainternational.com has much more information about all of our services. Register your interest on the site and receive our Introduction Pack, or contact me on the numbers below. We operate a unique on line tracking system which will enable you to follow the case through every stage of the process up to completion. In addition, my own company, Wollaston Legal Estate Planning offers a full estate planning service, both in the UK and overseas. Many advisors are able to offer Will-writing for their UK clients, but do not necessarily offer the full range of Will Trusts, Lifetime Trusts, Spousal Bypass Trusts and Probate services; and may not be aware of, or have the facilities for, the need to also protect clients' personally owned property overseas. I am fully Code compliant with the Institute of Professional Willwriters, the leading body for ensuring standards in legal estate planning. If this service is of interest to you, or you require further information, please contact me on the numbers below. Martin Wollaston Tel: 0161 486 0653 Office: 08450 664444 E-mail: martinw@vivacostainternational.com
Martin Wollaston of Wollaston Legal Estate Planning already provides legal estate solutions for people and companies throughout the north-west.
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