MW Estate Planning was setup by Matthew Wildeman in 2015, to provide a
professional and ethical service to clients and their families.

Matthew has worked as an Estate Planner for over 9 years. Initially he was the Senior Estate Planner
for a large national financial services company. In early 2015 Matthew decided to break from this IFA
firm and set-up his own company, MW Estate Planning Ltd.

Matthew is a qualified STEP Advanced Will Writer. He is also a Society of Will Writers qualified Estate
Planner having attended numerous The College of Will Writer courses on various subjects from
business tax planning, Trusts, Deputyship orders in addition to many different Will writing courses.

MW Estate Planning adheres to The Society of Will Writers strict Code of Practice, which governs
ethical client interactions and includes mandatory PI cover and a certain number of hours CPD per
month.

MW Estate Planning specialise in:

– Wills
– Powers of Attorney
– Funeral Plans
– Family Trusts
– Plus other related services

Franchise Associate Opportunity 

MWEP will train you to be an ethical qualified Estate Planner working under a fully qualified Franchise Owner, allowing you to have a flexible yet profitable Estate Planning business.

All client interaction is done by you who will then pass the information to your Franchise Owner to draw up the documents. MWEP will mentor you and provide all the tools required to be a successful Will Writer.

• 60% commissions – typical 1 year earnings of £1k – £1.5k per month
• Mentoring by STEP qualified will writer
• Working & Supported by Franchise Owner
• MW Estate Planning Training by STEP qualified Will Writer
• SWW membership
• 1 year’s membership to networking group 
• Optional company leads at additional cost
• Sales Management System
• Marketing Management System
• CRM System
• Monthly CPD
• PI Cover included

Email: matthew@mwestateplanning.co.uk

Phone: 07557 682702

alternatively speak to Sana at BBX on:

Email: sana.attarwala@bbxworld.com

Phone: 02382 029004