Our clients often have a team of professional advisers, such as lawyers and accountants, working on their financial affairs; we work alongside them to ensure joined up thinking prevails and that our mutual clients get all the services they need.
We aim to work together with those professional practices whose approach matches our own and with whom we can build relationships for the mutual benefit of our clients. We find similarities in the way we work, particularly our fee based approach and our focus on the quality of service we provide to clients.
Over the years we have established strong relationships with a number of leading legal and accountancy practices. In addition to our wealth management and financial planning services we have specialist expertise in the following areas:
- Wealth advice on divorce – pension and other asset splitting
- Wealth advice for charity trustees
- Business owner exit strategies and planning
Please contact us if you work with other advisers whose services you feel we may complement.
If you own or work within a professional firm and are looking for partners then we would be delighted to hear from you. We invite you to meet with the managing director, inspect our practice and explore the possibility of working together.