Professional Connections
We
work closely with a number of professional practices and we aim to
provide an extension of your professional services thus assisting
with client retention. We acknowledge the sensitivity of client
referrals and we are committed to providing a professional service
to create and maintain symbiotic relationship.
We
provide an unbiased independent service for our mutual clients to
meet their needs and objectives and we aim to keep you informed of
progress at all times. Our comprehensive fact finding may identify
additional opportunities for both parties.
We
can provide regular surgeries at your own offices and attend joint
client meetings where appropriate.
We
have broad experience of trust matters and of working with trustees.
We recognise the opportunities for us to assist legal advisers and
trustees with the onerous responsibilities imposed by the Trustee
Act 2000.
Other aspects of financial planning include personal injury
settlements, pension divorce settlements, and business protection
arrangements.
Our
services are available on a fee or commission basis by mutual
agreement, please refer to our client agreement and information
about our services documents.
The
following document sets out the Terms of business. This shows our
typical terms and conditions, however, we will discuss your
preferences when you ask us for our advice.
Client agreement.pdf
The
following document sets out information about our services. This
shows our typical terms and conditions, however, we will discuss
your preferences when you ask us for our advice.
Information
about our services.pdf
(Please install
adobe
reader if you are unable to view pdf files) |
