Professional Connections
Forging stategic partnerships with solicitors and accountants with the aim of delivering an integrated advice solution.
Click on the image to view Our Financial Planning Process
We work with Solicitors and Accountants in order to provide complete advice solutions to complement their professional services.
We strategically partner with like-minded professional firms to deliver integrated advice. By working together we are able to offer our clients the complete solution, helping them to meet their financial goals and lifestyle objectives.
Our expertise spans all areas of financial planning and the specific areas we have supported our professional connections and achieved a quantifiable benefit for their clients include :
Pension Sharing upon Divorce
Portfolio Management Services for Trustees
Investment of lump sums following compensation awards
Investment Advice associated with Probate Cases
Company Pension Schemes – Establishing a New Scheme & Servicing On-going Schemes.
To find out more about our Professional Introducers Scheme get in touch today.
A structured approach
Our structured Professional Introducers Program keeps the Solicitor and Accountant informed throughout the advice process, providing reassurance to that the client is receiving a high standard of advice.
