P20 Partnership Level
P20 is our most successful and flexible method of working with and rewarding our partners. This model is simple, sleek and time-efficient for our partners:
- Register as a Professional Partner
- Log on to our referral site through your account
- Leave your client’s details
We will contact your client promptly to book a home visit to discuss their legal needs. We will then contact you via e-mail within 48 business hours and keep you fully informed as to the status of each lead every step of the way. Our system is built upon a true partnership model where you are kept in the loop, not left wondering. As a reward, you will receive 20% of any fee we receive from your referral (net of VAT), direct to your bank account via BACS.
Franchise/Licensee Options
Licensed Legal Consultant (LLC)
This is for the individual that wishes to build their sole practitioners business, fully utilising our support and expertise, at a low cost entry level. Most of our LLC’s start at this level and then look to progress to a Licensed Legal Practice or Franchise at a later date although this is not obligatory. This is an opportunity to be trained and qualified to offer quality advice and services to clients, but does not include full trusts training.
Licensed Legal Practice (LLP)
This offering appeals to both new entrants to the profession and those professionals that have existing client banks such as accountants, financial advisers or general insurance brokers. It combines the best of both worlds in that a residual income is created on the back of a forward thinking business model.
Franchisee
This is the Premier Partnership offering. This best suits potential business partners who wish to develop a full Estate Planning business and generate ongoing residual income. This partnership model is not open to practicing Financial Advisers. Whilst we are aware that many of our competitors engage persons acting under the cloak of “Willwriter”, we understand that they are, in reality, simply IFAs in disguise. At Portcullis Legals, our standards for our professional Estate Planning staff are second to none. IFAs who take a one-day course on willwriting do not fulfil our strict professional standards. With more than 20 years of experience, we know there is far more to trusts and estate planning than one day could ever cover.
For more information and a Franchise Pack please email jayceehughes@portcullislegals.co.uk or call 01752 401401.
