Estgro
HQ Address
General Wolfe House, Westerham, Kent, TN16 1PG, United Kingdom
Website Address
Business introduction
Smarter Estate Planning. For Financial Advisers
Estgro makes estate planning simple, helping you integrate it into every client conversation. Develop personalised strategies to reduce IHT and pass on wealth efficiently, then seamlessly connect clients with a trusted legal partner to put plans in place. All in one streamlined solution
Estgro is part of the Arken Group, with over 30 years’ experience in transforming the way the world manages estate planning and inheritance. Our industry leading technology solutions are trusted by over 6,000 users around the world.
Bringing together our expertise in estate planning tech and our network of expert estate planners, Estgro bridges the gap between financial and legal services enabling users to unlock the benefits of estate planning and offer holistic financial wellbeing advice.
Estgro Solutions
Estgro
Let Estgro handle the complex data analysis and deliver personalised recommendations to maximise your clients’ wealth for future generations, allowing you to focus on what truly matters—delivering exceptional service to your clients. How it works Assess Start securing your client’s estate by pulling in data from intelliflo and enriching it with the Estgro......
