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Partnership

Let's work together and help your clients

Many professional firms claim to offer a fully-rounded and holistic service. Whilst that’s true with many, some are naturally unable to achieve this due to limitations of resources, expertise and ultimately, appetite for the market. That’s where we come in.

Refer clients with ease and confidence

We can be an extension of your existing offering, we are that untapped resource and our expertise can demonstrate why you need to have an appetite for the market.

Our aim is to protect capital assets such as the family home and other investment properties from the threat of care costs, Inheritance Tax, marriage after death, divorce and other issues that compromise the asset.

This positions you in an even better light with your client and allows their estate and family to be protected fully by specialists who know the value of transparent communication, honesty and integrity.

We offer full documentation sharing and work with you and for your clients. Our ultimate aim is to ensure intergenerational wealth is managed as efficiently as possible.

Our trust proposition ensures that we act with your full knowledge and support every step of the way. We never take the client from you, we simply work for them with your blessing.

Here's how it works

You refer

Provide us with your client’s information to allow us to start an informed discussion on how we can help.

We chat

With your approval and full disclosure, we speak with your client to listen to their requirements.

We advise

Following a thorough discussion, we advise on which products best suit your client’s needs as well from our whole-of-market approach.

Value

You benefit from further estate planning referrals we receive from your clients and receive copies of all testamentary documents as authorised by your client.

We make sure you have the right support to help you refer more clients in the future.

Our partnership promises

Working with Kingsman Associates is a proposition based on implicit trust and transparency. As our valued partner, we are committed to you as colleagues and fellow professionals. We value your business and wholly respect that you are placing your clients’ needs in our hands. That is why we feel it is important to outline our Partnership Promise to you.

01 Treat your clients fairly

We ensure that your clients are treated with the utmost respect and their requirements given our full attention. Our transparent proposition enables us to work fairly with only your client’s best interests at heart.

02 Respect you and your business

We are mindful that the service and advice we give your client has the potential to impact your reputation as much as ours. That is why we ensure relationships are hugely positive with only fruitful results.

03 Go the extra mile

Customer service is vitally important to us, to you are a Partner and to your client. We strive to find only the most advantageous solutions and we are committed to doing whatever it takes to satisfying all parties.

Interested in becoming a partner

It only takes a few minutes to register

Submit your details

All information you provide us with will be stored securely and processed in accordance with our privacy policy. Any personal data you submit to us on this form will be submitted to our sales team who will handle your request.

Submit your details

I would like to become a partner

All information you provide us with will be stored securely and processed in accordance with our privacy policy. Any personal data you submit to us on this form will be submitted to our sales team who will handle your request.