Us in a nutshell
|We work solely with Financial Planners|
|Our Trust solutions direct and protect client’s wealth|
|We provide ongoing advice, support and training|
What do we do?
We help you to differentiate your client advice by providing additional planning opportunities and best advice and solutions, which helps you to increase your earning potential.
People spend a lifetime building up their wealth; we help you ensure they keep it.
Our Trust Solutions help to keep your client’s estate in their family bloodline and protect it from eroding through the generations.
Our Trust Solutions have been developed with the expertise of our leading legal advisers. With careful planning, many clients can reduce or remove their inheritance tax liability.
And best of all, the PI risk is taken out of your business.
Through a comprehensive training programme our Licensees are knowledgeable and confident with the added reassurance that the Solidus team is on hand to provide support.