We work with a select number of professional advisers, such as solicitors and accountants, who want to refer their clients to experienced and trustworthy financial planners.
While there are many areas of advice which crossover within these professions, we each recognise the limitations of our expertise. So where appropriate, we will recommend solicitors and accountants to our clients where we identify a need for their expertise.
We can help:
We help divorcees to manage their settlements so that they can meet the needs of their families, as well as their retirement.
Private client solicitors
We help people with their estate planning needs and those who inherit significant amounts of money, to ensure that they use it wisely.
We help business owners to ensure they have suitable protections in place and guide them in their personal financial planning.
We help those who have significant wealth to utilise it in the most tax-efficient ways and to pass on their wealth on as they intend.
Why work with financial planners?
According to the Solicitors Regulation Authority (SRA) and the Institute of Chartered Accountants in England and Wales (ICAEW) Code of Ethics, solicitors and accountants have a duty of care to act in their clients’ best interests and to refer them to other professional advisers where appropriate.
We are delighted that several professional advisers have selected us to advise their clients and work hard to ensure that they receive a seamless service.