Archive for Month: June 2017
The knowledge of their Estate Planning Helpline has been invaluable
Countrywide Legacy has helped my business massively. The knowledge of their Estate Planning Helpline has been invaluable.
Kevin Smith – HRC Group
Countrywide Legacy has helped my business
Countrywide Legacy has helped my business to utilise the fool proof system of information gathering. I wouldn’t have a business without it.
Ian Lovelace – Lovelace Trust Solutions Ltd
Helped my business generate new fees
Countrywide Legacy has helped my business generate new fees, huge uplift in client perception of advice service, multiple referrals and client retention. Favourite feature of Countrywide Legacy is the pre-population of fields.
Peter Gallagher – CRN Financial Group
No hesitation in recommending Countrywide
I would have no hesitation in recommending Countrywide Legacy and the Countrywide Group.
Colin Hall – Sure Will Limited
Helped my business to provide a high tech workable solution
Promoting throughout input of data to ensure completeness is my favourite feature of Countrywide Legacy. It has also helped my business to provide a high tech workable solution to deliver a professional estate planning service second to none!
Paul Hassall – Dornworth Management Ltd
Countrywide Legacy has allowed me to take instructions on simple Wills & LPAs with ease
LPAs commentary and instructions to clients on signing is spot on.
Harvey Sandhu – Town & County Estate Planning
Fantastic software package
Without this software package it would be very difficult and time consuming to process cases. My favourite feature is the ability to save information and revert back to this when required.
Pinder Mandair – Miller Reeves Limited
