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Richard Boughton
Director Of Estate Planning at Solidus Iep
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Work Experience
Director Of Estate Planning
Jul 2023 - Present · 1 years and 5 months
Apr 2020 - Jun 2023 · 3 years and 2 months
Head Of Partnerships
Jul 2022 - Jun 2023 · 11 months
Business Development Manager
Apr 2020 - Jul 2022 · 2 years and 3 months
Company Details
11-50 Employees
Solidus is a leading Trust Service Company that provides training, advice and advanced wealth preservation solutions to financial planners for their clients throughout the United Kingdom. Established in 1996, Solidus has developed a reputation for providing unrivaled wealth protection services which complements current financial advice. We enable financial planners to differentiate their advice to their clients providing them with the opportunity to earn significant fees. We provide guaranteed Client Trust Solutions which have been developed using the expertise of leading legal advisers and counsel. However, what we believe sets us apart from other third party Trust Solution companies is that we provide ongoing advice to the financial planner at every stage of the process. We insist that every financial planner attends comprehensive training and every subsequent solution provided to clients is certified by our legal partners, which provides reassurance for both you and your client.
Year Founded
1996
Social Media
Linkedin
Industry
Financial Services, Consultants, financial analysis, Financial Consultants, Banking, Finance & Insurance, Real Estate Services
HQ Location
3 Codicote Road Welwyn, England AL6 9NB, GB
Keywords
trust registrationwealth protectiontrust solutionslegal servicesbloodline protectioninheritance tax planningwill draftingand training for financial planners
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