Solidus Iep
Solidus is a leading Trust Service Company that provides training, advice and advanced wealth preservation solutions to financial planners for their clients throughout the United Kingdom. Established in 1996, Solidus has developed a reputation for providing unrivaled wealth protection services which complements current financial advice. We enable financial planners to differentiate their advice to their clients providing them with the opportunity to earn significant fees. We provide guaranteed Client Trust Solutions which have been developed using the expertise of leading legal advisers and counsel. However, what we believe sets us apart from other third party Trust Solution companies is that we provide ongoing advice to the financial planner at every stage of the process. We insist that every financial planner attends comprehensive training and every subsequent solution provided to clients is certified by our legal partners, which provides reassurance for both you and your client.
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Top roles at Solidus Iep
10 distinct titles indexed · top 10 shown.
- 1director of estate planning
- 1estate manager
- 1head of finance
- 1head of operations
- 1head of technical support and training
- 1managing director
- 1marketing manager
- 1quality assurance consultant
- 1trust executive
- 1trusts executive
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