Professional connections
If you’re a legal professional, accountant or a fund manager, you’ll know that there can be a fair amount of overlap in terms of addressing your clients’ needs. After all, not all problems fit into the same box, and many solutions require complex financial decision-making.
As a professional connection, we’re best placed to work in conjunction with your firm or practice to deliver a comprehensive, totally tailored service that your clients will recommend and return for. Our multi-disciplinary and joined-up approach means a smoother, more-focused service that helps to ease your workload while amplifying the client experience.
We’ve been the trusted partners of many businesses and individuals across the UK, and our consistently excellent service means you can have confidence in referring your clients to us.
Provide a service your clients will recommend and return for
Here’s how we can help…
Direct, rich experience
We have a long history of building successful relationships with professional connections and introducers. We understand the processes involved and can help take some of the strain.
A simplified, joined-up approach
Things work better when they’re aligned. That’s why we apply a fully joined-up approach to our process, ensuring both you and your clients are always in the know.
Empathetic divorce advice
We have a lot of experience in working with clients who are seeking financial advice in a divorce, and can often help bring about a clear, amicable conclusion for the parties involved.
Estate planning services
We can help you help your clients who need expert advice with regards to passing their wealth down through generations, including issues regarding Inheritance Tax planning.
A better client experience
By working in conjunction with you, we can provide a service that not only meets the highest needs of your clients, but reflects well on your business as a whole.
