We are always happy to work with other professional advisers to further the quality and range of services received by our mutual clients.
We work alongside a number of existing Accountancy and Legal firms who already recommend clients to us for Financial Advice so that they can be sure their clients receive the highest quality advice and service. In some cases, this is an informal arrangement whilst others prefer to agree a more formal service structure for their clients.
Either way, we enable professional connections to develop a competitive differentiator through the provision of financial planning advice, without having to manage the complex regulatory requirements.
In addition to providing advice to individual clients, these services might include financial planning seminars or joint seminars on multiple topics, content for in-house newsletters and other marketing, on-site training for Partners or for staff and technical updates on topical issues.
We also advise trustees and Court of Protection deputies on how best to fulfil their investment and financial planning obligations for vulnerable clients. We realise that this involves a far greater duty of care than for other customers and are happy to invest our time to this end.
If you would like to discuss how our services might extend and complement those of your firm, please call Tony Laverick on 01932 867 641.