Putting the pieces together in one place.
Our proprietary software has been built from scratch with the sole aim of making it easier for professionals to outsource their estate planning work.
By keeping all of the information in one place and setting reminders and tasks it ensures that there are no loose ends.
This all helps to ensure compliance and peace of mind.
“Private Client Online is a great partner for our business.”
Private Client Online is a great partner for our business. They provide timely advice and support to our clients and make sure that more people in the UK have high quality wills, LPA's and appropriate estate planning in place.
Alex, co-founder, Lemons.Life
“The feedback from our clients is that PCO offers a great service and is easy to deal with”
"As a mortgage broker business we like to spend our time helping clients and concentrate on giving advice on our own area. However we do find many clients do have a need for Wills and other types of trust planning. We have been working with Private Client Online for some time and we have found they complement our services perfectly. The feedback from our clients is that PCO offers a great service and is easy to deal with. We will continue to send our clients for them to work with as we are very happy with their services."
Damien Youell, needingadvice.co.uk
“I have outsourced the technical aspects to PCO and I have been delighted with the service they have provided”
“I have been advising on Private Client matters since 1971, including Wills, Trusts, Probate, and, more recently, Powers of Attorney. In recent years, I have outsourced the technical aspects to PCO and I have been delighted with the service they have provided. As an IFA, intergenerational planning is key to the sustainability of my business, so arranging the signing Lasting Powers of Attorney is a great way for me to start to build relationships with members of the next generation. I have no hesitation in recommending Private Client Online.”
Clive Barwell, Wren Sterling
“Their service is first class with expert feedback and a friendly approach”
"I have worked with Private Client Online for a number of years and would recommend their services to anyone. They constantly seek to upgrade on their offering and their service is first class with expert feedback and a friendly approach. If you are serious about adding value to your service offering then you have found the ideal partner"
Steve Down, protego-te.com
“Their services are second to none... we would highly recommend them”
"Private Client Online have worked alongside my firm for in excess of 4 years+ and I can confirm that their service are second to none in this area, we would highly recommend them for wills and estate planning."
Graham Wilson, optionsmc.co.uk