SIEP Trust Services for Financial Advisers

If you want to deliver reliable client solutions and increase your earning potential by providing beneficial advice, then you should be using one or more of the Solidus IEP solutions, which are guaranteed by our legal partners.

All of our client solutions are developed using the expertise of leading legal advisers and counsel. We insist that every financial adviser attends a Foundation in Trusts 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 offices in Welwyn. We do provide regional seminars if sufficient demand exists. To register for a Foundation in Trusts Workshop please click here.

If you have a specific question about our services, please submit it using the enquiry form below.

Enquiry Form

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