Multi-disciplinary support for the UK’s Professional Adviser community.
Based in a stunning Edwardian Manor house on the outskirts of Leamington Spa, our rapidly expanding group was established nearly two decades ago and provides multi-disciplinary support for the UK’s Professional Adviser community.
Our collective of exceptional specialists have a wealth of expertise across areas of Law, Estate Planning, Finance and Tax matters – from will writing, conveyancing and executor services to tax planning.
Whether you are a new adviser looking to extend the services you can offer your clients, or a large business looking for support and guidance on complex matters, we can assist. We advise on cradle to grave strategies and through our range of training, software and services can help you ensure that you are offering an exceptional level of service to your clients throughout every stage of their life.
About us
Join us, and as a member of our community of advisers unlock a host of benefits to help you generate new income streams and offer additional value to both new and existing clients. As well as access to our highly qualified teams, we can offer flexible and tailored software packages designed to save you time and money, help you streamline your processes and reduce time spent doing admin so you can focus on your clients.
We also offer a range of comprehensive training courses to help you learn new skills or develop existing ones and for those starting out, our support and PI insurance service can take the hassle out of setting up your business, allowing you to focus on bringing in new clients. With the support of our in-house experts, 24/7 access to our Active Chat, and a host of other readily available resources, we’ve got you covered, whatever you need. A partnership with us is a partnership with your client for life.
Why Join Us?01CTT Group has helped my business generate new fees, huge uplift in client perception of advice service, multiple referrals and client retention.
02Having that backup is priceless – thank you
03Throughout the past year in dealing with CTT Group I have found them to be an invaluable source of information and insight, able to answer the most complex questions and always available to help.
04We have worked with CTT over a year now and their service is second to none. They are always on hand and available by phone or email with friendly, efficient staff.
05The unique one-off seminar had a better understanding of Trusts and therefore more accurate recommendations!
06I cannot speak highly enough about CTT and how amazing they have been. The training is top class and has developed my professional knowledge base, which has in turn created several revenue streams for me.
07Planning for Corporate and High Net Worth Clients Course: The training and support provided by CTT is second to none. It has made me offer far better value to clients and prospects than I could without them. Thank you!
08Just to say all of you at CTT are amazing. The help and support from you all has been brilliant since I joined.
09I have received some constructive advice when necessary and vital assistance with one or two more delicate issues. Wide and innovative product offering. Forward thinking business. Great business opportunity for the dedicated advisor albeit that there can be much to learn at times. Feel part of an excellent team.
10I want to thank Will today for going above & beyond the usual high levels of service. I had a client who was very distressed and needed some urgent advice. Whilst sitting in my car, Will provided clear and solid advice which, when conveyed, made a positive impact on my client’s mental state.
