W&P Professional Services, brought to you by W&P Legal, is the first compliance and business support provider solely for estate planners in England and Wales.
They have stated that a direct result of years of fine-tuning processes and procedures, refining business practises, learning about the industry’s wants and needs and most importantly, seeking growth, they are now ready to share their findings and help other estate planners grow.
Launching in January 2025, W&P Professional Services’ mission is to provide estate planners and will-writers with the tools they need. From audit templates and process and procedure support to complaints handling support and CPD/regular learning opportunities, they keep best practice at the “heart of the comprehensive network of services” which, they have said, are included within four separate plans:
“Optimise
Build on the resources you already have with minimal input and access to a cohort of services including quarterly knowledge shares and e-mail access to support from a compliance professional.
Advance
Build on and improve your resources with support and advice from W&P Professional Services, including reviews and advice on price and service transparency, training and competency and complaints handling advice.
Advantage
Take your service level and business development to new heights without the stress of building from scratch with access to pre-built templates, CPD sessions, support in maintaining a business manual and the opportunity to connect with other businesses on the Advantage platform 6 times per year to discuss innovative ideas.
Enterprise
We can work together to build a bespoke package tailored to your firm with as much support as you need.”
W&P Professional Services waitlist is open until 31st December 2024 with only 200 spaces available.
You can find out more at www.wpprofessional.co.uk
