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
Plan4You Ltd is an Appointed Representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate Trusts and Inheritance Tax & Estate Planning.