Advise Wise has announced a significant expansion of its legal hub with the addition of four specialist solicitors: Adlington Law, Boyd Legal, Forever Legal, and Tivoli Legal.
This broadens the range of legal expertise available to Advise Wise users but also extends its services to clients in Scotland through its partnership with Boyd Legal.
Advisers based in Scotland can use the one-click instruction feature to instruct Boyd Legal with just a click directly through the Advise Wise Platform, eliminating the need for advisers to duplicate client and property details and streamlining the process.
Daniel Edmondson (pictured), Advise Wise’s national account manager, said: “We are dedicated to providing financial advisers with the most efficient and comprehensive tools to serve their clients. We know that referring to a specialist solicitor helps advisers deal with the more complicated later life cases, relying on the legal expertise needed, while it can make the process smoother and reduce the risk of delays.
“We’re very excited about expanding our reach and value for our users with the addition of these well-established partners.”
Rachael Brandon, director at Boyd Legal, added: “Boyd Legal are delighted to have been appointed as a Specialist Solicitor in Scotland on the Advise Wise later life sourcing platform. Building a relationship of trust with our business partners is as important to us as building our client relationships.
“Over the last few years, we have developed an excellent working relationship with many brokers who may also be using the Advise Wise platform and we are delighted to be asked to build on those relationships.
“We believe the seamless business process between Advise Wise and our firm assists, not only our own team but also the clients’ brokers who may want to discuss a query or are not quite sure what our service might cover. In an ever-changing marketplace with so much competition, Advise Wise are delivering an excellent service and tool and we very much look forward to working with them and their users.”