Many years of successful working partnerships with solicitors and accountants have earned us an enviable reputation within the professional community.
Our dedicated specialist teams give us the expertise and flexibility to offer an extensive range of high quality financial planning services. Our main priority is to ensure that your expectations, and those of your clients, are met and that you have total confidence in referring your clients to us.
We are able to work with you in a number of ways; you may, for example, prefer regular clinics at your premises or support as and when you need us. We can also run seminars or workshops for your clients. For maximum benefit, these are tailored to specific needs and may include guest speakers, partnership collaboration, or other delivery methods as appropriate. Feedback to date has been excellent and confirms that these activities have added significant value to our partners’ proposition and further strengthened their client relationships.
As a professional partner your key contact will coordinate information from our dedicated team of specialist advisers. Valuable management information reports help you to review and evaluate the relationship. We will also update you on relevant industry news.
Where appropriate, we appoint a dedicated consultant to manage the needs of a professional partner and their clients, ensuring that effective communication and access to our in-house specialists is seamless, however extensive or complex the issues.