Advise Wise, a sourcing platform for financial advisers, has expanded its legal hub with the inclusion of four specialist solicitors: Adlington Law, Boyd Legal, Forever Legal, and Tivoli Legal. This move not only adds to the platform’s legal expertise but also brings its services to clients in Scotland through its association with Boyd Legal.
The addition of these solicitors to the platform enhances the range of legal services available, simplifying the process for advisers to find a suitable legal partner for their client’s needs.
Adlington Law is known for its excellence in various legal sectors, contributing further to the platform’s offerings. Forever Legal specialises in Equity Release, while Tivoli Legal provides representation for lifetime lending to borrowers.
Moreover, the collaboration with Boyd Legal represents a significant step for Advise Wise. Advisers in Scotland can now use the one-click feature to instruct Boyd Legal directly through the Advise Wise Platform. This integration helps in streamlining the process by removing the need to duplicate client and property details.
Daniel Edmondson, national account manager at Advise Wise, said: “We aim to give financial advisers comprehensive tools to best serve their clients. Referring to a specialist solicitor can simplify complicated later life cases and reduce potential delays. We’re excited about our growth and the value these partners bring to our platform.”
Rachael Brandon, director at Boyd Legal, added: “We’re pleased to partner with Advise Wise on their Later Life Sourcing Platform. Trust is crucial in our business relationships, just as it is with our clients. We’ve had great relationships with many brokers, some of whom use the Advise Wise platform. This tool and service from Advise Wise are excellent in a competitive market, and we look forward to our collaboration.”
