Helping you to protect your assets and carry generational wealth forward into the future

See how we can help with your wealth and estate protection plans today:

 
 

Broker House are experts in improving your cashflow and supporting your financial wellbeing, both as a business and as an individual.

We are members of the Society of Will Writers - all Wills are registered with the National Will Register.
We have extensive experience in wealth and estate protection planning, creating Wills, LPAs, Trusts, advising on Inheritance Tax, Document Storage, Insurance and Probate.

Our Will Writing and Probate services are provided independently of any regulated financial advice or financial products.

As such, these services do not fall within the FCA’s regulatory remit and clients will not have access to the Financial Ombudsman Service or the Financial Services Compensation Scheme in relation to these services

We aim to understand your situation and help you by putting a plan in place to preserve your estate.

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Our Promise

We take no money upfront and offer a 14 day cancellation period

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BEHIND THE SCENES

Meet our founder, Patrick Morrison, and learn more about his work behind the scenes.

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BLOG

Blog
Do I have a choice?

Has your utility provider moved you without your consent?

Last year,14 suppliers failed to meet its renewable obligations, and some have ceased trading all together.

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Hello? Is It Me You’re Looking For?

We often take it for granted, but a good telephone system can be the backbone of your business.

Your customers’ experience when they contact you by phone can make a big impression and help you stand out from your competitors.

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Fail To Plan. Plan To Fail

With the increase in asset value, estate planning has become more complex for an increasing number of households and families. Property prices have risen and net financial household wealth increased by 172% between 1995 and 2015 from £1.6 trillion to £4.3 trillion (source: ONS).

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Do You Take Cards

In this blog, we look at ways you can make payments easier for your customers. There are several solutions for businesses of all sizes. It is reported that last year over 50% of all customer transactions in the UK was carried out without cash, of that, 29% were via a mobile device.

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Every Penny Counts

With our wealth of experience and knowledge at Broker House we offer advice to our customers on their contract renewals (taking into account suppliers service support), business customer status i.e. are they a Micro Business and future price changes.

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