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.