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Partner with Hexagon Life Planning Services:

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Seamless Will Writing and Estate Planning for Your Clients

Are you a financial advisor looking for a reliable partner to provide your clients with expert will writing and estate planning services?


At Hexagon Life Planning Services, we understand the importance of offering your clients comprehensive financial protection. That’s why we’ve partnered with financial advisors and professionals like you to provide expert will writing and estate planning services tailored to your clients' unique needs.


We work closely with financial advisors across Lancashire, Liverpool and Manchester to offer seamless, professional estate planning solutions for your clients.


Why Partner with Us?



Expertise You Can Trust:


We specialise in wills, Business LPAs, trusts, and estate planning, ensuring your clients receive top-quality advice and service.  Our team specialise in drafting wills, creating Business LPAs, and establishing trusts to protect your clients' assets and businesses.


Estate Planning Partner for Financial Advisors:


We collaborate with financial advisors to ensure their clients’ financial future is secure, both personally and professionally.


Seamless Process:


We handle every aspect of will writing and estate planning, offering in-home consultations to make the process as simple and comfortable as possible for your clients.


Client Comfort:


Our advisors provide in-home visits to make the process as convenient and comfortable as possible for your clients.


HOW IT WORKS

01

Download our partner app

We will send you a link to our convenient referral app

02

Contact

We will contact your client using their preferred contact method within 48 hours

03

Update

We will keep you updated on your client's progress.

04

Promise

We guarantee that your clients will receive a first class service from start to finish.

Request App Access

 Hexagon Life Planning Services Ltd are not the first wills specialists that we have referred to, but are by far the stand out ones when it comes to getting positive feedback from our clients."

Calvin Husbands FPFS Chartered Financial Planner

Call or email us to speak with our team about how we can assist your clients.

Contact us
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