introducing clients

Create Additional Income Opportunity for your Business

Many of our clients are referred to us by financial services professionals. Whether you are a Financial Adviser, Accountant or other professional, nearly all members of the TAS network are set up to accept client introductions from you or your Company.

If your “fact find” identifies the need for a will or an LPA we can help you to ensure that this is completed efficiently. By working together, we can increase the services you offer to your clients and provide an additional income opportunity for your business.

Benefits for your Business

  • Your client sees you as a Centre of Influence

  • Re-engaging your clients with your business

  • Potential source of new clients

  • Potential source of new business

  • Increase your offer to clients

  • Increases your professionalism

Benefits to your Clients

You may have been in business long enough to see some clients in an unfortunate position because important documents were not in place. The widow whose husband has died without a Will. The children whose parents never put in place a Lasting Power of Attorney who are now trying to help their parents with finances, dealing with the expensive and lengthy legal process to establish deputyship.

We would urge you to join us to avoid extra hardship at a time when families face these difficulties and at the same time you can feel proud to have acted in advance before problems arise.

Benefits to your Clients

You may have been in business long enough to see some clients in an unfortunate position because important documents were not in place. The widow who’s husband died without a Will. The children who’s parents never put in place a Lasting Power of Attorney who are now trying to help their parents with finances, dealing with the expensive and lengthy legal process to establish deputyship.

We would urge you to join us to avoid extra hardship at a time when families face these difficulties and at the same time you can feel proud to have acted in advance before problems arise.

Let’s Meet

The very best way to explore the ways that working with TAS will benefit your business is to meet with your local member. They will talk you through the TAS offer and the ways that we can benefit your business and your clients. They will be key to your relationship with TAS so why not arrange a meeting today.

FIND A MEMBER