Archive for Month: February 2016
Very impressed with the delivery and style of the presentation
Countrywide adviser Will Chiles came to our offices to deliver estate planning training to our newly recruited advisers. Our advisers were very impressed with the delivery and style of the presentation. It was very relaxed and informal and there was plenty of opportunity to raise questions. Our advisers left at the end of the day feeling very confident in being able to explain the estate planning products to their potential clients.
Thank you all
Adam and Tania Stretton, The Right Will and Estate Planning
Compliments to Sharon Marwha and the Conveyancing team on their quality service
I write to compliment Sharon Marwha and the Conveyancing team on the quality service they provided over the past few months.
Sharon was very professional, prompt and efficient, if she wasn’t there the other members of the team always knew what was going on so there was no lost time. This was not the case on the other side of the transactions where, in both cases, if the person dealing with the matter was absent the process stopped.
This is the first time I have used any firm other than a solicitor for Conveyancing and I would have no hesitation in doing so again and recommending your firm to my friends.
In short Sharon made the transactions less traumatic than they could otherwise have been.
Many thanks to them all.
Mr Butler, Warwick
Someone on hand to help me with all aspects of the business
I started working as an associate of Countrywide Tax & Trust Corporation recently and I can’t speak highly enough about the company.
From the very start there has always been someone on hand to help me with all aspects of the business whether it be the New Entrants Team, Marketing Team, Admin Team to name but a few. I would like to make a particular mention of the Estate Planning Team, namely Will Chiles and Janet Pollard.
As a new entrant I found a lot of the new cases I was working on quite daunting and confusing but they are always at the end of the phone to help me out. They must have the patience of saints to deal with the constant stream of silly questions from me!
To summarise I would be more than happy to recommend Countrywide to anybody.
Thank you team
James Langton, JPL Life Ltd www.jpllife.com
Thanks to Debbie in the accounts team for helping me through my first case
Just wanted to say thanks to Debbie in the accounts team for helping me through my first case. I do find the sheer amount of different processes and systems quite bewildering but when I call to speak to the departments the response is very warm and helpful – thanks team.
Steven Walters, Connect FS Ltd
CTTC are always helpful and friendly
I was looking to expand my professional connections and approached a local firm of solicitors who were offering Wills and related facilities through their own consultants. I wished to develop their services, offering an opportunity to specialise in sophisticated and complete solutions using a cost effective system whilst maximising resources and profitability. The legal firm recognised the potential in having a senior Estate Planner assisting them, working under their banner, whilst solving the logistics of the additional work load involved in the production of Wills and Trusts whilst retaining full control of their clients. Enter The CTTC….Richard Dundee, was professional and personable and was certainly the right guy to attend the meeting to help seal the deal.
CTTC are always helpful and friendly and work very well as a team giving support right from the top. Both Clive, Spencer and Bob’s input on the financial services side have been most appreciated. Part of our presentation to all clients is the expertise and helpfulness of a very decent group of people in Kenilworth. I would say that: I work as a husband and wife team and have been an avid supporter of CTTC, transacting many quality cases through their in-house systems and facilities.
Paul Hassall, Dornworth Management Limited
No hesitation in recommending Countrywide Legacy and the Countrywide Group
I attended the basic 1 day course on the 3rd February 2016. I have previously used the Legacy system for several years prior to Countrywide Group purchasing the company. Following 5 years out of the Industry I am looking to come back and found the decision to look at doing that through Countrywide Group very easy. Countrywide have kept in contact via email for some time and I have found all correspondence very professional.
The day was hosted by Clive Ponder and I can honestly say I found him very informative. The day filled me with inspiration to start my business again and I felt secure that the experience and services available through the group will help me achieve my goals.We were looked after throughout the day with refreshments. based on my experiences to date I would have no hesitation in recommending Countrywide Legacy and the Countrywide Group. Thank you Clive for a very interesting day!
Colin Hall, Sure Will Limited
Thanks to CTTC for a brilliant business generating presentation
I planned a presentation with CTTC that over 200 people attended. CTTC helped me organise all the documentation prior to the presentation and provided me with 2 speakers for the day.
The presentation was fantastic. The audience were very appreciative and the feedback was brilliant. Thank you CTTC. Needless to say business is coming through directly as a result of this presentation.
Chetan Parekh, CHJ Estate Planning Ltd www.chjestateplanning.co.uk
