Blog Posts
THE WILL CLARITY PACKAGE
The Will Clarity is an excellent document that gives additional peace of mind to clients & advisers. Clients see this as very positive. They can see we are trying to stop future issue from occurring.
Bright Estate Planning | Nick Johal
Unique one-off seminar – A guide to Claims on the Estate…. In Life and Death
A better understanding of Trusts and therefore more accurate recommendations!
Rugby Wills | Chris Bell
Unique one-off seminar – A guide to Claims on the Estate…. In Life and Death
Engaging, great speakers with excellent knowledge base – one can learn a lot!
Dornworth Management Limited | Paul Hassall
The Will Clarity Package
The Will Clarity Package has a simple straightforward process that protects you and your client. My clients are impressed with the “extra” benefits and increased certainty this offers. The high level of service is expected to bring in additional referrals. Also, my clients view these as additional “free” services that add value to my proposition and strengthen the Will and Trust dispositions against a future challenge.
Legacy Protection Services | Nick Butler
The Will Clarity Package
The Will Clarity Package is so simple to use and a great way to remind me of my responsibilities in assessing clients as well as their needs. It gives peace of mind that my consultants are acting appropriately and reducing risk to the business. My clients are very understanding and they see the professionalism of using such packages.
Kept Assets Limited | Richard Hayes
COUNTRYWIDE ESTATE PLANNING FOUNDATION COURSE PART 2 – THE DEFINITIVE GUIDE TO TRUSTS AND TAXATION
Really enjoyed the course yesterday. Having done the full Countrywide Induction course a few years ago, this was a refresher for me and confirmed that I did still remember most of the details.
Avril Spence | 14U Financial Solutions Ltd
Extremely courteous, knowledgeable and very professional
We found them to be extremely courteous, knowledgeable and very professional, the sale of the house went through and we had our cheques within the week.
Thank you to Charlotte and Richard in the Warwickshire branch.
Regarding trust and house sales we would not hesitate in recommending these guys.
Richard, David and Phillip J
