Professional Relationships

We work together with professional firms providing financial planning in line with accounting and legal advice.

To do this effectively, we can form a “professional partnership,” which we can:

  • Develop close working relationships with accountants and solicitors
  • Assist other professional firms with financial planning and investment services for their clients
  • Create an outsourced financial planning service to their client proposition
  • Simply bring a team of experts together to meet the needs of individual and business clients.