CTT Group Recensioni 171

The content of the course and understanding of how important the choosing of a Trustee is was very insightful, would recommend any one jumping on one of these courses - the logging in to the course was another matter 🤦‍♂️

I have undertaken several training courses and webinars with the team at Countrywide, most recently on the life cycle of a trust. Those delivering the material consistently demonstrate a deep subject knowledge and a friendly approachable style that encourages participants to pose questions in the chat facility. These they answer and follow up on either during the course in a timely manner or through patiently giving you the time afterwards. I would recommend the courses at Countrywide.

We have worked with Countrywide for a number of years and requested 1-2-1 training on a couple of products. The training delivered by Spencer was specifically aimed at our company and to the level of detail that we required. Very informative.

Excellent and timely service as always! Well done guys :)

This week I experienced support above and beyond the call of duty from the Accounts Team at CTT Group. I needed some important assistance from them fairly urgently and Zakaria bent over backwards to help me and everything I need is in place. Partnering with CTT Group helps me to run my estate planning consultancy safe in the knowledge that the team have my back when I need them.

We had a very positive experience with the training provided. The presentation was extremely well structured, professional, and easy to follow, which made the information clear and practical to understand.

A special thank you to Kirsten and Kimberley, who were both incredibly helpful, knowledgeable, and articulate throughout the session. They explained everything in a clear and coherent way and were very supportive in answering any questions we had.

Overall, we found the training very valuable and would highly recommend their services to others looking for well-delivered and informative guidance.

Neena in Estate Planning provided me with a prpmpt and very helpful response.

Useful reminders, the slides were good and hopefully you will send copies

A lively, friendly welcome. Nice informal day. Good location. Nice hotel (just, randomly not enough toilets beside a meeting room).

Content-wise, I would have liked some insight into software, drafting, common issues.etc.

I was expecting some 'news', product development, other improvements etc. These events typically used for 'big reveals'.

Need to see improvement on how info is gathered then input, what I'm doing is clunky and repetitive/inefficient atm (Conor to ring and arrange Zoom training)

I would like to see someone like Spencer over in Belfast. We tend to get overlooked but are only an hour away. Meeting my boss and maybe presenting to our introducers could help boost our business greatly. It would also answer concerns CRN have about professional trustees and trust management in general.

Brilliant day!
I enjoyed all the information delivered and learnt lots of important things I need to consider when preparing wills for clients.

Useful to re-enforce existing learning and to highlight impending legislation changes.

Was smashing great people loved it. Cant wait for the next one

Great event, super informative, with lots of help and support to help us offer a complete service to our clients.
Super team of people to work alongside!

We needed to explore investment options within a Trust and were allocated an IFA to provide advice that allowed us to make the right choice.
All of the additional support was provided by Catalina Placinta who was very patient and answered all of our questions.
An excellent service.

Very interesting presentations about superior planning opportunities for my clients which is definitely worth a follow-up with the team.
As a CTT member I hope the PowerPoint slides will be shared as there was a lot of detail to digest.

A very informative event. The delivery and knowledge from the CTT was second to none.

Countrywide T&T are absolutely fantastic! I have used many companies in the estate planning space over the last decade and Countrywide are by far the most professional, efficient and comprehensive I have used I would highly recommend them to anyone in financial services. In particular Hayley has been amazing along with many others who work for the company in different departments I have dealt with, I could not recommend them enough to anyone reading this, go for it

Excellent CTT Private Client Seminar. The presentations were all first class, and the follow up with the slides used on the day is very useful. Thank you to the team. Jonathan Anderson

Superb training event, learnt lots. Great ideas for spotting referral opportunities!

I have had the help and support of CTT for a number of years, and my father before me. The professional and friendly approach has always made any communication or interaction very easy for someone not really geared in the ways of trusts. Spencer Tatton and James Fisher need a special mention as they always made it feel so personal and easy for me. I have recommended CTT to friends and would wholeheartedly recommend them to anyone reading this.