What sets us apart?

PI risk is ours
Pre-sales advice and ongoing support
Training programme
Your customers stay your customers

Who are Solidus

We are a leading Trust Services company working directly with Financial Planners.

How can we improve your business?

  • Increase your earning potential.
  • Additional planning opportunities for your clients.
  • Protect and keep your client’s wealth in their family bloodline and reduce unnecessary tax payments.

Direct and Protect your Client’s Wealth

Working directly with Financial Planners, we provide legally guaranteed Trust solutions that enable advanced wealth preservation, protect against third party claims and reduce, or remove, Inheritance Tax liabilities.

Be supported throughout

Access a wealth of information, case studies and templates on our dedicated Licensee website and receive regular email updates to take the strain out of your office administration.

Attend our no fee training workshops to increase your knowledge and keep up-to-date with the impact of changes in legislation.

To find out more, sign up to our no fee Trust Solutions Workshop.