Scotland-based clients can now benefit from expanded legal offering
Advise Wise, a sourcing platform for qualified advisers, has expanded its legal hub with the addition of four specialist solicitors.
Adding Adlington Law, Boyd Legal, Forever Legal, and Tivoli Legal widens Advise Wise’s legal expertise and extends its services to Scotland-based clients through Boyd Legal.
Through the partnership with Boyd Legal, advisers can use a one-click instruction feature, making advisers more efficient by not having to duplicate client and property details.
Forever Legal, meanwhile, brings expertise in equity release, Tivoli Legal focuses on lifetime lending representation for borrowers, while Adlington Law has established its reputation across various legal areas.
Daniel Edmondson, national account manager at Advise Wise, expressed enthusiasm for the announcement, saying the company is committed to providing the most efficient and comprehensive offering for financial adviser 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,” Edmondson said.
Boyd Legal director Rachael Brandon also commented on the expansion, saying the company was “delighted” to be appointed as a specialist solicitor in Scotland on the Advise Wise Latter Life sourcing platform.
“Building a relationship of trust with our business partners is as important to us as building our client relationships,” Brandon said.
She added that the company had developed an “excellent working relationship” with many brokers over the last few years who may have also been using the Advise Wise platform.
“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 about what our service might cover,” she said.
The Advise Wise legal hub and the platform is completely free to use, while qualified financial advisers can register for free and book a demo from the company’s website.
