31/10/24
What do CTT’s Private Clients have in common with the Pharaohs of Ancient Egypt?
For over 5,000 years, savvy shoppers have enjoyed the benefits of using farmers’ markets. The Ancient Egyptians first came up with the idea. They recognised that gathering various suppliers and skilled crafts people all in one place saved their discerning customers the time and hassle of shopping around.
By the 1800s, this concept of convenience had spread across the globe. You could get your hands on anything from pillowcases to potatoes at a Victorian market, and get your boots reheeled while you were at it. But what’s all this got to do with wealth and estate planning?
The answer is: more than you’d think!
Under one roof
While some sectors have been quick to make their vast array of services easily accessible to customers, others have not. And the wealth and estate planning sector is one of the offenders.
Despite the last 5,000 years of customer service wisdom that says people like convenience, many clients seeking financial and estate planning advice still have to go to more than one provider to get the expert guidance they need.
The Ancient Egyptians had it sussed; so where’s the difficulty?
CTT Private Client is different
We’ve come a long way since the days of Tutankhamun, but CTT’s HNW clients enjoy the same range of choice and skilled level of expertise as the Pharaoh when it comes to sourcing wealth management advice and asset protection.
“Our proposition has always been unique in the field of estate planning and financial services,” says Co-Founder and Director, Bob Massey.
“When we started CTT over 20 years ago, my background was in Financial Advice and Clive [Ponder]’s was in Will Writing. We had so many requests from clients looking for a combination of our expertise and advice, the vision for CTT was born: a multi-disciplinary provider, built on exceptional customer service, that would meet all those clients’ needs under one roof.”
A plethora of expertise
Now, CTT Private Client comprises a collective of exceptional, in-house specialists across areas including law, estate planning, finance, wealth and tax planning. The team’s plethora of expertise is backed by an equally comprehensive depth of knowledge and experience gained in their chosen fields.
Headed by Bob Massey BSc DipPFS TEP, who has over 40 years’ of financial advisership to his name, and Lucy Miles, DipPFS TEP, whose skills lie in the tax and trust space, each member of the team brings their own special blend of insight to the table, giving clients a 360 perspective on their planning.
“I’m very proud of the team we’ve put together and the level of client service we provide,” says Lucy. “Each of our Private Client advisers has been handpicked by Bob and me, not just for their professional experience and qualifications, but for the extra care and attention they put into working with our clients.”
“No two cases are the same. All our clients receive a completely tailored service thanks to the mix of financial and estate planning expertise we offer and the attentiveness of our advisers.”
A personalised service
As part of CTT Private Client, Kinga Musialik specialises in Tax Planning, Asset Protection, Probate, Wills, Trusts, and Estate Planning for high-net-worth clients.
A Registered Trust and Estate Practitioner (TEP), GCILEX member, and LLB Law graduate with 11 years of experience, Kinga is committed to continuous learning and is pursuing a Diploma in Regulated Financial Planning. Her experience as a Senior Probate Manager handling complex cases provides her with unique insights, enabling her to deliver top-tier estate planning advice that helps clients avoid costly pitfalls.
“Specialising in these areas gives me the opportunity to get to know my clients as individuals; I am passionate about protecting what they’ve worked hard for and helping them care for their loved ones,” she says.
A unique perspective
CTT Private Client adviser Will Chiles began his career in the Financial Services sector before moving into Estate Planning. Having worked with CTT for over 17 years, he was drawn to the Private Client Team because of the opportunity to deliver a fully customised service to his clients.
Drawing on his particular blend of expertise to manage both their wealth and estate planning needs, Will excels at giving clients a range of solutions to create a bespoke plan to fulfil both their short and long-term goals. His clients benefit from this holistic approach, gaining a one-of-a-kind overview to managing their wealth and estate in one place.
“I’m very passionate about people having the right advice,” Will says. “Back in the day, I saw what happens when people are given advice that isn’t the best. I believe strongly in helping clients by taking an advisory approach, offering expert guidance – not a salesman’s pitch – and helping them see the big picture. Giving my clients dual insight into their finances and estate is a powerful tool for helping them in achieving the best planning.”
The secret of the Pharaohs
Managing your financial affairs and planning your estate are naturally time-consuming tasks. There are many serious and complex decisions to make, ones that will affect you and your family for generations to come.
But achieving planning solutions that meet all your needs is only half the battle, when managing them going forward means dealing will multiple providers.
The most successful and efficient way to maximise your allowances and opportunities for financial growth while protecting your assets is to take a holistic approach to your life planning. With CTT Private Client, you’ll receive expert tailored advice that marries your wealth management goals, estate planning needs, and offers legal counsel under one roof – and on top of that, customer service that makes you feel like a Pharaoh.
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