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
