About EPFI
Bill Thomson, founder of EPFI obtained an intensive grounding in estate planning whilst working with a specialist legal firm. What struck Bill was the difference in atmosphere between a financial services client meeting and a client estate planning meeting.
Whereas in a financial services meeting clients could be quite closed and guarded, when it came to arranging a Will for instance, they were much more expansive and open about their family and financial situation. It really focused their minds on their aspirations for the future – they painted their own pictures rather than relying on someone else doing it for them.
90%+
of clients’ Will needs are relatively straightforward. EPFI has online tools designed to cater for these needs and to provide a robust, easily followed process to allow advisers to arrange Wills for their clients themselves.
For more complex cases such as Trusts and complex Wills, EPFI provides the expert support that allows advisers to accommodate the needs of their clients complex estate planning.
EPFI treats referred clients as they would wish their own clients to be treated – with professionalism and integrity. We have a policy of no cross-selling and whilst we often uncover protection and investment needs, these are passed directly back to the introducing adviser to deal with.
So please contact us to see how we can work together to complete your clients’ protection and increase your income through providing an estate planning service for your clients…
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We look forward to hearing about your business, and discovering how we can help you and your clients.
