Build your Estate Planning income through Lifetime Trusts and Probate Plans

To coin a phrase by Benjamin Franklin, “An investment in knowledge pays the best interest” and this resonates with us. As such, we’re providing exclusive training sessions to help you build your product portfolio and generate additional income streams. During these sessions our Learning and Development Manager, Peter Burton will provide you with insight into these new products, answer your questions and ensure you are able to successfully introduce these to clients. These training sessions may qualify for professional CPD and will take place in the training facility at our new office in Burntwood (near Lichfield)