We have a history of building strong, lasting relationships with fellow professionals.
Providing training sessions for solicitors, accountants and corporate advisers to share our technical expertise, we facilitate holistic, multi-disciplinary partnerships where clients seeking legal advice, or who have an existing relationship with an accountant, could benefit from our financial planning expertise.
This includes clients who are:
- Seeking a divorce or separation
- Undertaking estate planning
- Setting or reviewing business objectives
- Selling or acquiring a business
- Pursuing a personal injury claim
- Inheritance Tax planning
- Long term care planning
- Buying or selling a home
- Going through Probate
- Involved in a Court of Protection case
By working together in partnership, we can equip you with the knowledge you need to advise clients on subjects beyond your specialism.
How we help
If you are a legal professional, accountant or professional adviser, there are many benefits to building a relationship with us for both your own practice and for your clients. You will be able to: Offer solutions to those challenges your clients face that fall outside your own area of expertise Benefit from our expertise and gain from our technical and specialist knowledge Attract new clients as you extend the reach and appeal of your practice Differentiate yourselves from your competitors at a time of increased competition Receive referrals from our own clients who require legal or accounting advice in the course of their work with us
We are always happy to build our network of professional partnerships. If you are interested in working in this ‘joined up’ way with a financial planning that already successfully practice this approach, please get in touch with us. We’d be delighted to hear from you.
Everything is clearly explained and nothing is too much trouble for this professional and friendly team.
The stages of your journey
Your journey with us will be unique, just as your goals and requirements are too. But working in a structured way allows us to best meet your needs and build strong, ongoing relationships.
Get in touch
Use our message facility to contact us directly and one of our friendly team will answer your enquiry.