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Home Retirement

Advise Wise adds Forever Legal to sourcing platform

January 9, 2025
in Retirement
0
Advise Wise adds Forever Legal to sourcing platform



Advise Wise has announced the extension of its one-click instruction feature to Forever Legal’s later life legal services.

This new integration enables Advise Wise members to instruct Forever Legal directly from the client case within the Advise Wise Platform, streamlining the process and saving valuable time.

Advise Wise, a sourcing platform for later life advisers, said the partnership with Forever Legal marks another significant advancement in providing its members with the “most innovative and time-saving tools”.

When instructed through the Advise Wise Platform, Forever Legal is offering advisers an exclusive deal for their client, with a free standard regulated will and a free property and financial lasting power of attorney included in their standard fee – a valuable opportunity for both professionals and their clients.

Daniel Edmondson, national account manager at Advise Wise said: “This integration is designed to reduce administrative time, allowing our members to focus more on delivering exceptional legal services”

Adam Carnall, director of Partnerships at Forever Legal added: “This partnership, featuring the innovative one-click instruction process, simplifies the journey for advisers and clients alike, ensuring a seamless, efficient, and user-friendly experience in later-life transactions.”

“Together, we are ensuring that new business partners joining Forever Legal can enjoy the same incredible speed, reliability, and quality of service that our existing introducers value so highly.”

Editorial Team

Editorial Team

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