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Benefits of Working With Solidus
Deliver Client Benefits
Our Financial Advisers and Estate Planners understand how to use a range of Trust solutions to deliver potential protection and tax efficiency for their clients. By expanding your client proposition and differentiating advice, you should increase client satisfaction and increase long term Funds Under Management. Inter-generational relationships with clients' children or Beneficiaries are frequently enhanced.
Closer Client Ties
By successfully helping your client protect their assets for their loved ones and maximising tax planning options, the likelihood of you retaining these clients increases and can lead to you receiving high-quality referrals as your clients are more likely to recommend you to family and friends.
Compliance
Effective Estate Planning solutions can help you comply with industry best practice and the Consumer Duty principles of avoiding foreseeable harm and enabling positive outcomes for your clients.
Advisor Guidance
Our expert guidance helps you establish the best solutions for your client’s individual situation. Our overview service provides clear advice and tailored recommendations, empowering you to offer the most suitable options for your client and their family.
Licensee Support
Solidus’ purpose is to be the first call for Advisers when they need Estate Planning services.
Online Knowledge and Resource Centre
Once you become a Solidus Licensee you will have access to a wealth of information, case studies, videos, and templates on our exclusive area of the website.
Regular Updates
You will receive regular email updates with details of industry news and upcoming events that will support you in providing our solutions to your clients.
Training for You and Your Team
We offer our Licensees and their team a comprehensive programme of live and recorded training at no additional cost and the option to attend chargeable specialist training sessions. This can be specially tailored to meet your business needs.
Experienced and Friendly Team
The Solidus team are always on hand to support you through all stages of your case submission. We have a wealth of experience and expertise in-house and we are, in turn, supported by our legal partners.
XV
15th Annual Conference
30 Years
Of Wealth Protection
2000
Trusts Created Each Year
620+
Registered Licensee Advisors
Get Started Today
Join Solidus as a Licensee and gain expert support, compliant legal drafting, professional training, client-ready webinars, and comprehensive resources to strengthen your Trust and Estate Planning services.
Fill in the form to get started.
Expert guidance, compliant legal drafting, and full Professional Indemnity support.
Free comprehensive training, dedicated resources, and client-facing webinar tools.
End-to-end support to grow your Trust and Estate Planning services with confidence.
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