Turn the conversations you already have into a real income
You already know people who have no will, no Lasting Power of Attorney and no idea what happens to their home. We give you the training, the documents, the system and the back-up to help them properly — and you keep a share of everything you write.
You do not need a legal background
You need people who trust you, and the willingness to ask three honest questions.
Mortgage & protection advisers
Your clients are already telling you everything you need to know.
You are sitting with them when they buy a house or a life policy. The will conversation belongs in that meeting.
Accountants and bookkeepers
Business owners with no plan for the business.
You know who has just sold, retired, or has a company with no succession in place.
Community professionals and translators
Trusted in communities that are chronically unprotected.
Many families have never had this explained in their own language. You can be the person who does.
Career changers
A serious second income, built around your week.
Full training, real support, and work you can do in evenings and at weekends.
Everything except the conversation
The conversation is yours. We build and run the rest.
Free training and certification
Online, assessed, at your pace.
Wills, LPAs, the client meeting, objection handling and compliance. You are certified before you see a client, and you are never sent in unprepared.
A structured client meeting
You never have to wonder what to say next.
A step-by-step fact find that shows the client what they have, what is missing and what it costs — so the recommendation makes itself.
The documents and the drafting
You gather, we produce.
Our own drafting engine and templates, checked centrally before anything reaches your client, then printed, posted and registered.
A compliance framework
You are going into people’s homes. That has to be done properly.
Terms of business, cooling-off rights, a complaints procedure, data protection and the network’s insurance and checks.
Marketing that looks the part
Your own profile on our site.
Branded materials, adviser page, social content and campaign support, so you look like the professional you are.
Real support
Someone to ask when a case is not straightforward.
Escalation for complex estates, business assets or capacity concerns — and solicitor partners for property and probate work.
Paid on what you write, and on who you bring
- A share of every case — you keep a share of the net fee on everything you complete, and that share rises as you grow
- Packs, not single documents — the average case is a planning pack, not a £195 will, so one appointment is worth having
- Recruit and earn again — bring other advisers in and you earn an ongoing override on what they produce
- Referral income — pass mortgage and protection cases to the wider Financial Expert Group and get paid for those too
- Repeat business — clients come back for LPAs, for reviews, and they send you their parents
Full commission levels, targets and terms are set out in the adviser agreement, and are reviewed as the network grows.
No joining fee. No training fee.
First three months free
Learn, get certified, write your first cases.
No membership fee at all while you find your feet.
Then £99 a month
One membership, one set of terms for everybody.
No tiers, no games, nothing hidden. It covers the platform, the support and your place in the network.
Free certification
Earned, not bought.
Training and assessment cost you nothing — but the badge has to be earned and kept.
Membership terms current at September 2026 and may be reviewed as the network grows. Nothing on this page is an offer of employment: our advisers are self-employed and work under an adviser agreement.
From first chat to first case
Apply
Send the short form below. We will call you for an informal chat about your background and your contacts.
Train
Work through the online academy in your own time — wills, LPAs, the client meeting and compliance.
Get certified
Pass the assessment, sign the adviser agreement and get your profile, materials and logins.
Start writing
Your first cases with support on hand, and someone to call when a case is not straightforward.
Tell us about yourself
Two minutes now, a proper conversation next. We will get back to you within one working day.
Questions before you apply?
Message us on WhatsApp and ask anything — how much time it takes, how the training works, what the first month really looks like.