CTT Group Omdömen 180

I contacted the estate planning team to help with an issue which turned out to be more complicated than I initially thought it would be. Abbie was brilliant, she took time to call me and explain everything over the phone and then followed up with an email, so that I could relay her comments to my client. As someone new to the industry to have Abbie and the estate planning team as a resource for help and guidance is incredibly reassuring. The time spent looking into everything and then explaining it to me was so valuable and is why I've already referred someone else to use the CTT legacy software.

Yesterday i spoke with Abbie Fellowes regarding a case and she was so helpful! Abbie always finds time to help me talk through any case and yesterday was no different. She is an absolute star and the team at CTT are lucky to have her!

The support from the staff has been excellent and the software system has been updated with many more features.

We are happy to be onboard with CTTC
Thank you

Exceptional Support and Expertise from the Technical Team

In our industry, it quickly becomes clear that no two families are the same, and neither are their planning needs. The technical team consistently provides expert guidance, tailored advice, and most importantly, reassurance and peace of mind for the clients we serve.

Special thanks to Will Chiles, Spencer Tattam, Jonathan Maskew, and Vicky Tidder for their support and professionalism. Their knowledge and responsiveness make a real difference.

A well organised and structured course, learned so much and feel more confident in my own approach to estate planning. I will certainly be attending more courses in the future.

I have over 18 years experience working in the Estate Planning sector and I was blown away by the depth and breadth of knowledge of the Countrywide Team. It was very evident to me that their level of expertise and understanding of how to help families protect and manage bloodline wealth was far superior than any other company I had worked with in the past. Would highly recommend - especially for Business owners, Landlords and High Net Worth individuals or anybody who is genuinely serious about preserving and growing family wealth for their future generations.

Abbie within the estate planning team has been working with me on a case with some complicated areas around EPAs and LPAs, her knowledge, advice and support has been invaluable

Very good service. Especially the Partnership Team. Happy to recommend to anyone I deal with.

As an independent Estate Planner working in association with Countrywide Tax and Trust Corporation, it is great to have the backing of a larger company and to be able to seek advice from them when needed. I have always found the Estate Planning team to be extremely helpful in replying to my queries in a timely manner and would particularly like to thank Abbie for her recent assistance which was very much appreciated. Keep up the good work!! With many thanks, Gerard O'Halloran.

Abbie answers my queries in a timely and professional manner and correctly too which is essential in this business.

Very helpful staff in client care and systems to help with a client query

Wonderful to work with and always helpful.

⭐️⭐️⭐️⭐️⭐️ 10/10 Service from Gill & the Partnership Team at CTT!

We’ve been working with Gill and the partnership team at CTT for our will software and trust management services at Macanta Wills, and the experience has been nothing short of outstanding.

Gill and the team are always incredibly friendly, helpful, and professional. Their knowledge is second to none, and they go above and beyond to support us whenever we need assistance. Whether it's answering complex queries or providing guidance, they do so with efficiency and expertise.

It's rare to find a team that consistently delivers such high levels of service, and we truly value our partnership with CTT. If you're looking for a company that is reliable, knowledgeable, and genuinely cares about its partners, look no further!

Highly recommended!

Excellent service delivered consistently.

Haley
New exactly what I needed and came through with everything without any hitch. brilliant service.

Hayley has always been a great support to our business whenever we need her, wether that be via phone call or e mail or zoom, she always makes her self available to help with any issues we may have, Mysti-Su was also very helpful on our Zoom call yesterday regarding swapping over to a new software system, i know i can count on them when i need them

Mysti was extremely helpful and assisted with the various issues I had.

Just giving a shout out to the Partnership Team at CTT. I really enjoy working with them. They are responsive, helpful, and supportive. Thank you for your assistance, and always getting back to me when I need!

I can't fault the Partnership Team and the Estate Planning Team for their support and enthusiasm throughout my long association with CTTC. Keep it up!

Abbie in the Estate Planning Team has been so helpful with my questions over the past couple of weeks. Whether it was a call back or contact via email, I really appreciate the clear and responsive help. Thank you!