Discover the Power
of Partnerships
Through strategic partnerships and powerful integrations, we empower financial advisers to deliver comprehensive generational wealth transfer solutions with ease. Our trusted network of estate planning specialists provide tailored solutions to meet each client’s unique needs. By working with our partners, you can trust that your clients’ financial well-being is in safe hands.
Integrations
Estgro is integrated with leading financial platforms intelliflo and FNZ, enabling advisers to work smarter by fully integrating generational wealth planning into their financial planning processes. The FNZ and Intelliflo integrations enable financial advisers to seamlessly ‘pull’ client data directly into the Estgro platform. This eliminates the need for re-keying & manual data entry, thus ensuring data accuracy as well as saving the advisers valuable time.
Estgro can then be used to enrich this existing data by filling in any gaps, allowing you to generate personalised wealth transfer recommendations, tailored to each client’s unique needs.
Our Partners
At Estgro, we believe in the power of collaboration. By partnering with a diverse network of trusted estate planning experts, we provide you with access to a wide range of flexible, tailored solutions to meet your clients’ unique needs.
Our partners are carefully vetted to ensure they adhere to the highest standards of professionalism, ethical conduct, and regulatory compliance. When you work with our partners, you can be confident that your clients’ financial well-being is in safe hands.
Premier Solicitors is a dynamic and progressive Law Firm that focuses on providing excellent client service and client journey. Our private client team has achieved consistent growth, year on year, to become of the largest private client teams in the region. We have a team of c.50 in our private client department primarily focusing on wealth, estate planning and post death services, with team members benefiting from STEP, SFE, and ACTAPS. Our unique selling points include fixed fees, high level expertise and access to expert lawyers. As a Firm, we offer the full range of legal services and are both Lexcel and CQS accredited.
Award winning provider of private client legal services specialising in asset protection and estate planning. As one of the leading UK firms in the field of private client legal services we have worked with over 200,000 satisfied clients across the country. We give impartial advice
on Wills and other areas of Estate Planning, provide Secure Storage of documents, and manage Trust assets of over £500M. All our work is completed in-house and checked to the highest legal standards.
Join the Estgro Eco-system
By joining our network of trusted estate planning experts, providers can connect with a wide pool of financial advisers seeking comprehensive estate planning solutions for their clients. This collaboration not only drives new business opportunities but also allows you to leverage Estgro’s cutting-edge platform to provide more efficient, accurate, and personalised advice. As a partner, you will be positioned as a leader in estate planning, gaining access to a broader client base and strengthening your reputation for delivering exceptional, tailored legal services that protect and maximise client wealth across generations.