Professional advisers
Our professional advice services focus on building effective, valuable and compliant relationships with solicitors, accountants, tax advisors, trustees and other professionals, for the best interests of clients.
As a solicitor or accountant helping clients to overcome challenges on a day-to-day basis, you’ll know that their problems rarely fit into neat little compartments.
In order to address this challenge, we partner with solicitors, accountants and other professionals in order to help your clients address the financial aspects of their requirements. However, not all financial advisers and planners are able to provide a conflict-free service or have the appropriate expertise to equip them to do this effectively.
Working with a corporate Chartered financial planning firm could have particular benefits for those clients who seek your help with:
- Divorce or separation
- Estate planning
- Inheritance Tax planning
- Long-Term care planning
- Trusts
- Corporate financial planning and business sales
- Personal injury claims
- Court of Protection
Stand out from the crowd and offer a comprehensive service
Stand out from the crowd and offer a comprehensive serviceBy offering your clients access to a regulated, experienced financial planner, you can:
- Take a holistic approach to address your clients’ complex needs
- Benefit from the expertise and specialism of a firm of well-respected financial planners
- Ensure the totality of your clients’ professional needs are considered
- Offer a comprehensive, joined-up service
- Provide client materials and training for staff on the financial aspects of divorce, estate planning and later life advice
- Enable your practice to stand out from the crowd at a time of increased competition
- Be assured that your clients will receive conflict-free advice which complements your own and will reflect well on your practice.