For advisers
You've planned the succession. Have you planned the story succession?
Your clients will hand on assets, structures and a carefully considered plan. Word & Deed helps them hand on the reasons behind it all, in their own words, in a private memoir that is never published.
How introductions work
- You mention us to your client.We only make contact with your client's permission.
- I call them.I arrange a private conversation, in person or by phone, at a time that suits them.
- Their affairs stay their own.We learn only what your client chooses to tell us.
- You hear what they are happy to share.Many families like their adviser to know that the book is under way, but that is always their decision.
For your clients
We have prepared a one-page note for advisers and a card of ten questions that many advisers give to clients at review meetings. If you would like copies, just ask and we will send both.