Professional connections
If you’re an accountant, legal professional or estate agent, we can work with you to provide a comprehensive service for your clients.
Enhancing your excellent service
We understand that in today’s world (with all of today’s complexities), clients may sometimes come to you with an issue that’s not directly within your remit. We also believe that great service should be standard at every stage of a client’s journey, no matter what they ask. That’s why we work with introducers to offer support with financial decision-making.
Whether it’s the sale of a business or property, a divorce or other legal process, your clients can enjoy a comprehensive, fully joined-up approach to their planning – which reflects well on their finances, and well on your business.
Helping you provide a holistic, first-rate experience for your clients
How we can help…
An improved client experience
Through working together, you can add a valuable and professional service to your offering, one that encourages client loyalty and satisfaction.
Specialist experience
We’re experienced in working with introducers in a wide range of environments and positions, including accountancy and solicitors’ firms and estate agents.
A joined-up approach
Things are easier when they’re aligned. We ensure a fully joined-up approach as part of our process, so you and your clients will always be well informed.
Trusted service
We aim to be your go-to provider for financial advice, giving you peace of mind that whatever the circumstances, your clients’ affairs are in safe hands.
Other people we work with
Business owners
Helping to align your business and personal finances.
Professionals
Creating a roadmap to financial independence.
Approaching retirement
Planning for a future you’ll love.
In retirement
Bringing peace of mind for the years to come.
Looking for a mortgage
Helping you on your way to your dream home.
Professional connections
Helping to enhance your excellent service.
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