SIEP Trust Services for Financial Advisers

If you want to deliver reliable client solutions where you can earn fees for providing beneficial advice, which is guaranteed, then you should be using one or more of the Solidus IEP solutions.

All of our client solutions are developed using the expertise of leading legal advisers and counsel. We insist that every financial adviser attends a Trust Application Workshop™ and every subsequent solution provided to clients is certified by our legal partners, which provides the reassurance for both you and your clients.

Our solutions include:

Financial Trust Solutions

Estate Planning Solutions

Specialist Planning Solutions

To start using our services you must attend a regularly available seminar at our training facility in Aylesbury. We do provide regional seminars if sufficient demand exists. To register for a Trust Application Workshop please click here.

If you have a specific question regarding our services please check our Frequently Asked Questions list on the right. If this does not answer your question please use the enquiry form below.

Enquiry Form

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