Reasons to Partner with EPFI?

Offer a Full Service

EPFI Completes the service to your client. Trust us - your clients' will thank you for it

One Stop Shop

Keeps out the competition - don’t let your clients go elsewhere. EPFI identifies new sales opportunities

Customer Loyalty

EPFI promotes customer loyalty - you’re the one who was wise enough to ensure they made a Will

More Referrals

EPFI opens up the opportunity for referrals - executors, beneficiaries, guardians etc.

Customer Retention

Clients will come back to you for revision if they have a life changing event - opportunity for a financial services review

No PI Issues

As a member of the Society of Will Writers. Benefit from PI insurance up to £2.5 million. No PI issues for you

Customer Wishes

Without a Will your clients' estate could end up in the wrong hands. Nobody regrets making a Will, millions regret not!

Here To Help

We provide you with all the support you need. Call our help line on 0333 320 8734 if you get stuck or have questions. 

Interested in becoming a Partner?

Stay close to your phone... We'll call you soon

We look forward to hearing about your business, and discovering how we can help you and your clients.

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Address

Springfield House
Laurel Hill Business Park
Stirling
FK7 9JQ