About Rosebery Estate Planning
Rosebery Estate Planning is a Wills and Trust service in the North West providing Wills, Trusts and Power of Attorney to give clients peace of mind through asset protection and estate planning. Founder of Rosebery Estate Planning, Andrew Wells, has been in the estate planning industry for many years and has extensive knowledge and experience in drafting Wills, Trusts, and Powers of Attorney.
However, when he decided to establish his own business, Andrew wanted to ensure that he had access to high-quality documents and technical support whenever he needed it. Andrew has worked with TrustDocs since setting up his independent company in October 2022, after initially meeting Jon and Alan in July of the same year.
Our experience with Andrew
Andrew has been to training sessions provided by TrustDocs a number of times to improve both his technical and sales knowledge. He commends the adaptability of the training content to suit his business needs and feels that each session is different and allows him to build upon gaps within his knowledge.
Additionally, whilst training sessions provide Andrew with a wealth of knowledge on the products he can offer his clients, there is also a focus on strengthening sales practices such as positioning a product for your client and talking to them about the possibilities for their estate protection.
“The technical support I receive is excellent, I especially think Alan is a great fountain of knowledge and has so much experience.”
– Andrew Wells
Andrew receives technical support from everyone on the TrustDocs team when he needs it. He can pick up the phone any time for technical support that will quickly give him the answers he needs.
Conclusion and what's happening now
“I would definitely recommend TrustDocs to other Estate Planners. I treat TrustDocs as an extension of my own business because I always have their support whenever I need it.”
– Andrew Wells
Andrew often works with TrustDocs and has formed a positive working relationship with the company. As a client, he visits the TrustDocs head office regularly to see everyone, and he appreciates the friendly and welcoming atmosphere.
This is especially important for Andrew as he typically works alone from home. The partnership between Andrew and TrustDocs further reinforces the reputation of Rosebery Estate Planning as a reliable and trustworthy service provider in the North West.
