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Multi-disciplinary support for the UK’s Professional Adviser community.

CTT Group clients
Wills per year written in Legacy
Chosen as professional trustees
Chosen as professional executors

CTT Group is a multi-disciplinary support for the UK’s Professional Advisor 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

A partnership with CTT Group is a partnership with your client for life.

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?
Problem Solvers.
Solution Providers.

Our consultative approach forms solid and long-lasting relationships, built on trust and honesty; we state what your clients need to know, not always what they wish to hear.

About CTT Group Membership

We have an in-depth knowledge on a broad range of legal, financial and tax matters, allowing us to look at the wider picture and the entire financial lifecycle of your clients, solve complex scenarios and provide solutions.

About CTT Group Membership