Churchwards Consultancy Limited

"What all good financial advisers should know"

Churchwards provides training for financial, mortgage and protection advisers and accountants in the field of practical estate planning (PEP). Our PEP training is based on years of experience working with financial advisers and highlights:

The significance of advisers’ unique and trusting relationship with clients and how this obliges them to go further than keeping to a narrow focus on their own products and professional services; clients need more from them.
How to maximize this relationship and increase market share
How financial, accountancy and and legal services are indivisible and all central to the successful preservation of clients’ assets and beneficiaries' inheritance
How working with other professionals can significantly improve profitability

Churchwards’ PEP training (seminars, workshops & bespoke programmes) give advisers the tools to:

Become better advisers by crossing old professional lines
Raise their professional game, enhance client service & retention
Increase turnover and profitability
Reposition their business and diversify

PEP training is for all advisers and should not be missed; it transforms the adviser-client relationship and highlights a timely and much needed opportunity to talk about new things to existing clients, to open new doors and talk to new people.

Approved by the Institute of Financial Planning (IFP) & the New Model Business Academy (NMBA), Churchwards’ training provides credits towards advisers’ CPD.

What other advisers have said:

‘This is a hugely important subject that is not widely understood.’
Roger Kuhlmann, IFA

‘Excellent!. A real eye-opener. Thank you.’
Ivan Hargreaves, IFA

‘Extremely useful and well delivered … of great value in highlighting new benefits to me, my business and my clients.’
Richard Jones, IFA

See Events for details of training dates, locations and to book a place.