Our partnership approach to working alongside Client’s Legal and Accountancy Advisers ensures that essential areas of financial advice are truly integrated, more comprehensive and better tailored to each client’s needs. Professional introductions form a valued part of our business. Introductions are made in the full confidence that such clients will receive professional and consistent financial advice on all matters. All such advice is Independent and Whole of Market.
Working with Accountants and Solicitors – Our financial planning process creates a hub which integrates accountancy and legal advice across a wide variety of client circumstances, including:
- Estate and inheritance tax planning
- Divorce planning
- Planning, protection and investment for business owners
- Financial planning for Executers and Powers of Attorney
- Investment management for trustees