Working with Professional partners

We strategically partner with a select number of professional firms, building long-term and trusted relationships. Creating a truly integrated service takes time. That's why we're in it for the long haul, committed to delivering real benefit to our mutual clients.

Truly integrated advice

By partnering with like minded professional firms, we are able to provide integrated advice to private and corporate clients.

Most of our strategic partners in the legal and accountancy profession don't have an in-house financial services division. They want to work with a team of advisers who will deliver expert advice and superior service to their clients.

Working together over the long-term we believe we can achieve better outcomes for our mutual clients. We've also found that delivering complementary advice not only strengthens our proposition, but that of our chosen professional connections as well.

To explore how we might be able to partner together, please get in touch.

Areas of Specialism

Our expertise spans all areas of financial planning, but particularly pensions, investments, lifestyle planning and portfolio management.

    The specific areas where we might be able to work with you to achieve a tangible benefit for your clients include:
  • Company pension scheme establishment and ongoing management
  • Pension sharing on divorce
  • Investments and retirement planning
  • Mortgages
  • Investment advice for probate cases
  • Portfolio management for Trusts
  • Investment of lump sum awards
  • Long term care
  • Case Studies

    Case Studies

    Our clients share their stories and experiences
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  • Meet the Team

    Meet the Team

    Core members of the advisory and support team
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  • Get in touch

    Get in touch

    Make contact today to discuss your specific needs
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