Professional Partnerships

Working with Professional Partners

We strategically partner with like-minded professional firms to deliver an integrated advice solution. By working clearly with Accountants, Solicitors, and other Professional Firms we can offer clients a complete solution, helping them to meet their financial and lifestyle objectives.

Our expertise covers all areas of Financial Planning

We take time to really understand the businesses of our Professional Partners and work with them to provide a value added service for their clients.
We have hosted very successful joint seminar events. To find out how we can support your business Contact Us today.

Specific areas where we can support you to achieve quantifiable benefits for your clients include:

 

  • Comprehensive Trust review service
  • Investment advice for personal injury settlements
  • Pension sharing upon divorce
  • Investments or lump sums from employment tribunal awards
  • Investment advice for probate cases
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"Coming together is a beginning
keeping together is progress
working together is success"