Solicitors & accountants
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.
October 2020
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.
You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.
A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.
I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.
Everything is clearly explained and nothing is too much trouble for this professional and friendly team.
Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.
I am very happy with the personal approach and understanding of my financial requirements by Greg.
Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.
July 2020
I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!
Get in touch
Use our message facility to contact us directly and one of our friendly team will answer your enquiry.
