Advise Wise expands legal hub and extends reach to Scotland

12 October 2023

Advise Wise, a leading sourcing platform for qualified financial advisers, is thrilled to announce a significant expansion of its legal hub with the addition of four highly reputable specialist solicitors: Adlington Law, Boyd Legal, Forever Legal, and Tivoli Legal. This expansion not only broadens the range of legal expertise available to Advise Wise users but also extends its services to clients in Scotland through its partnership with Boyd Legal.

With the inclusion of these four specialist solicitors, the platform now offers an even more extensive array of legal expertise, making it easier for advisers to find the perfect legal partner to meet their client's unique needs and access tailored legal solutions across a wide spectrum of legal matters.

Adlington Law, with its well-established reputation for excellence in various legal areas, adds depth to the Advise Wise Legal Hub. Forever Legal brings its expertise in Equity Release, while Tivoli Legal focuses exclusively on lifetime lending representation for borrowers.

Furthermore, the partnership with Boyd Legal marks a significant milestone in Advise Wise’s expansion journey; financial advisers and their clients in Scotland can now leverage Boyd Legal’s expertise and thanks to the integration with this legal firm, advisers based in Scotland can use the one-click instruction feature to instruct Boyd Legal with just a click directly through the Advise Wise Platform, eliminating the need for advisers to duplicate client and property details and streamlining the process.

Advise Wise’s National Account Manager, Daniel Edmondson, expressed enthusiasm about this expansion, stating, “We are dedicated to providing financial advisers with the most efficient and comprehensive tools to serve their clients. We know that referring to a specialist solicitor helps advisers deal with the more complicated later life cases, relying on the legal expertise needed, while it can make the process smoother and reduce the risk of delays. We’re very excited about expanding our reach and value for our users with the addition of these well-established partners.”

Rachael Brandon, Director at Boyd Legal commented “Boyd Legal are delighted to have been appointed as a Specialist Solicitor in Scotland on the Advise Wise Later Life Sourcing Platform. Building a relationship of trust with our business partners is as important to us as building our client relationships. Over the last few years, we have developed an excellent working relationship with many brokers who may also be using the Advise Wise platform and we are delighted to be asked to build on those relationships. We believe the seamless business process between Advise Wise and our firm assists, not only our own team but also the clients’ brokers who may want to discuss a query or are not quite sure what our service might cover. In an ever-changing marketplace with so much competition, Advise Wise are delivering an excellent service and tool and we very much look forward to working with them and their users.”

The enhanced Advise Wise Legal Hub is set to provide financial advisers with a seamless and efficient way to access a wide variety of specialist solicitors, making it easier than ever to serve their client’s legal needs. This expansion not only reaffirms Advise Wise’s commitment to innovation but also strengthens its position as a leading platform in the financial advisory industry.

The Advise Wise legal hub is accessible to all Advise Wise users. The Advise Wise Platform is completely free to use and qualified financial advisers can register for free and book a demo from the website: advisewise.com.