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
- Corporate financial planning and business sales
- Personal injury claims
- Court of Protection