Financial Advisers and Accountants

Carisma Wills enjoys close working relationships with regulated independent financial advisers and qualified accountants.

We provide estate planning materials, guidance and expert opinion to you and your clients, free of charge.

Our free services will help you demonstrate your commitment to providing value, fairness and a holistic service to your clients.

Our commitment to you

You are welcome to call us at any time to talk through a tricky client case or discuss options when the solution isn’t obvious. An expert second opinion can be invaluable, especially for sole practitioners.

Carisma Wills’ e-guides and fact sheets are provided to you, free of charge, as part of our ongoing support.

We never cross-sell, and your client remains your client forever. Our generous introducer commissions (a profit share arrangement) are paid monthly. Every client pays the same fee for our standard services regardless of how they have been introduced to Carisma Wills.

Click the button below to request our introducer agreement or arrange a call.

Process documents

Links to share

Factsheets