Professionals

Providing client support for key professionals

As a lawyer, accountant, trustee or other financial professional, we understand that like us you will wish to provide your clients with an all around, seamless service.

You may well find yourself working with clients from time to time, who ask for your advice on related financial subjects. In those circumstances, who do you turn to? If you are able to call upon other professionals, who you trust, for their specialist knowledge, you’re in a position to say, ‘I can’t help you with that question, but I know someone who can.’

This is why we often work with other professionals in strategic partnerships to offer a fully integrated approach. We can provide your clients with a full range of independent financial advice to complement your own provision. In this way, your client will benefit from receiving appropriate advice, while you benefit from having helped your client.

So, if you are a professional, working in any of the fields below, it could be to your benefit, as well as your clients’, to get in touch with us.

For Private Client Lawyers
We provide advice and guidance on estate-planning, investments, equity release and care fees planning.

For Family Lawyers
We are accustomed to dealing with complex and sensitive issues – separation and divorce, pension-sharing, checking and gathering information, portfolio management and guidance on future financial planning needs.

Accountants
As fully independent financial planners, we are ideally placed to provide advice on pension-planning, business disposal, inheritance tax solutions, life assurance and commercial mortgages.

Trustees
It is important to seek independent and impartial advice on the assets held within any form of trust arrangement. We regularly advise new and existing trustees on suitable asset allocation and investment strategies.