Who it's for
For professionals whose clients trust them with their future.
Independent financial advisers
Retirement, pension and investment conversations often reveal the need for a Will or Lasting Power of Attorney. Refer the client and stay informed as their plan comes together.
Mortgage brokers
A house purchase or remortgage is a natural moment to review Wills and LPAs. PartnerDesk gives you a simple, professional way to pass that on.
Will writers and estate planners
Practitioners who want extra capacity or support with more involved matters, while keeping their own client relationships.
Important boundaries
Partner firms should not recommend a particular Will or trust, promise a tax or asset-protection outcome, assess mental capacity, witness documents without Birchwood Legal's instructions, or send identity documents through an insecure channel. Recommendations come from Birchwood Legal in the estate planning report.
Every application to become a partner is reviewed individually.