Legacy

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

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

I would have no hesitation in recommending Countrywide Legacy and the Countrywide Group.

Colin Hall – Sure Will Limited

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

LPAs commentary and instructions to clients on signing is spot on.

Harvey Sandhu – Town & County Estate Planning

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

Only recently started using but has already expanded our client bank through increased referrals. Just the simplicity – very easy to use and equally easy to find answers to any questions. All the staff I’ve spoken to have been great, very helpful and keen to explain things in a way that helps me, as a newbie, understand the various options and processes.

Alistair Main – Evolve Financial Services