What guidance means here
Practical tools, general information and structured prompts that help a client or practice gather relevant facts, consider useful questions and prepare for the right professional conversation.
Liverpool and North West practice support
A clearer way to collect client information and move work forward.
Trusted Connections helps advisers turn professional documents into secure digital client workflows—so the right information is gathered, reviewed and ready for the next step.
New for review · Core service boundary
Guidance, not advice. Guidance helps a practice or client understand information, identify relevant questions and prepare for the right next conversation. Advice makes a personal recommendation or tells someone what decision to make. Trusted Connections provides guidance and tools; personal financial, investment, legal, tax and will-writing advice must come from an appropriately authorised or qualified professional.
Testing only
Open the authorised adviser test account to explore the private portal and its assigned forms.
The opportunity
Good client service depends on how easily the right information can move.
When a client has to complete information across emails, paper forms and follow-up calls, advisers and support teams spend time chasing details rather than progressing work. Trusted Connections brings professional documents into a secure digital workflow: an adviser can share the relevant form, the client can complete it in their own time, and the resulting information is available in one protected workspace for the next action.
A clear professional boundary
Guidance, not advice.
Trusted Connections helps people prepare, organise information and understand the next practical step. Its role is to make important conversations and service processes clearer—not to tell someone what decision to make.
What advice means—and is not provided
A personal recommendation, suitability decision or opinion on a person’s financial, investment, legal, tax or will-writing position. That is for the appropriately authorised or qualified professional.
In short: Trusted Connections supports better preparation and clearer processes. It does not replace regulated financial advice, legal advice, tax advice or will-writing advice.
What strong service needs
One protected workflow, from client request to confident next action.
For advisers
Share a tailored digital document from a private workspace and spend less time gathering the same information in different places.
For support teams
Receive a clearer record of the client’s responses, relevant details and agreed next action—without starting from fragmented emails or handwritten notes.
For clients
Complete a professional document through a secure, straightforward link or portal experience, at a time that suits them.
Three practical solutions
Designed for the day-to-day reality of an advice practice.
01
Handover Forms
A secure digital document workflow that helps advisers collect the relevant client information, then give the administration team a clearer, more complete starting point.
Common use
- After an advice meeting, collect the detail administration needs before progressing the case.
- When circumstances change, give the client one clear route to update key information.
Built around the workflow you need.
02
The Will Journey
A professional client-preparation workflow that helps advisers introduce an important conversation clearly, with digital materials designed to make the next step easier to complete and review.
Common use
- At an annual review, introduce a wider family or estate-planning conversation with care.
- After a life change, help the client prepare for an appropriately qualified specialist discussion.
Built around the workflow you need.
03
My Documents
An organised client-information resource that brings the documents, decisions and next actions that matter into a clearer, more useful record for adviser and client alike.
Common use
- Before an annual review, bring key documents and priorities into one useful place.
- Following a family change, give clients a clearer shared record for future conversations.
Built around the workflow you need.
A thoughtful client conversation
Different families. Different situations. One important step.
Watch an illustrative film showing different families and situations, and why beginning The Will Journey can matter when a Will has not yet been made.
Watch the Will Journey story
Illustrative family stories 2 min 42 secTry it free
Experience the client workspace before you get in touch.
Explore a safe, interactive example of the client experience: opening shared documents, preparing a blank digital form and reviewing a completed response.
Example workspace only. This preview uses fictional records, creates no account or secure link, and does not collect or store information.
Trusted Connections
Example client workspace
No sign-up required
Professional information request
Start with the detail the adviser needs.
This sample follows a typical adviser workflow: prepare a focused request, share a protected completion route, then review the returned information in the workspace.
See the adviser journey in 32 seconds
Narrated fictional workflow · British English
Read video transcript
First, choose the client and focus the request on the information that matters. Shape one clear digital document around the client’s circumstances, protection and priorities. Share a protected completion route, so the client can respond in their own time. When it is ready, review the response securely and move confidently to the next action.
Client record
Example client
Fictional record · annual review
Digital document
Annual review information pack
Structured request · sample only
What the adviser asks for
Personal circumstancesProtection reviewPriorities for discussion
This is a guided preview of the workflow. A live workspace is configured around the documents and service process your practice needs.
0:00 / 0:52
52 sec · Tap play to load · Sound on · Captions included
Meet Derek
A short introduction to clearer client workflows.
52 sec introductionMeet Derek, the perspective behind Trusted Connections. In just under a minute, he explains why clear requests, secure digital completion and useful handovers matter to the people doing the work—and to the clients they support.
The focus is practical: making information collection easier for clients and more useful for advisers and support teams who need to take the next action.
Read the video transcript
Welcome to Trusted Connections. We help financial advisers and advice practices turn professional documents into clear, secure digital client workflows. When information moves between paper forms, emails and follow-up calls, valuable time can be spent chasing details rather than moving work forward.
Trusted Connections gives each request a clearer route: advisers can share the relevant document, clients can complete it at a time that suits them, and the completed information returns to one protected workspace, ready for review and the next professional action. The focus is practical: better preparation, clearer handovers and a more thoughtful client experience.
Whether you want to improve a single client request or build a more consistent working standard, we start with the workflow that matters most. Explore how Trusted Connections can help make every next step clearer.
This introduction explains process guidance for advice practices. It does not provide personal financial, investment, legal, tax or will-writing advice.
A practical starting point