Professional partners

We work alongside a select number of like minded professional partners to provide integrated advice to individual clients, trusts and businesses.

The majority 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 financial planners committed to ongoing professional development, who will deliver expert advice and superior service to their clients.

Our joined-up approach ensures clients receive advice across their entire situation: whether considering their retirement options, selling their business or are already retired.

The areas of advice where we can most benefit your clients are investments and retirement planning; trusts and estate planning, from mitigating tax to drawing income, equity release and long term care; as well as tax efficient planning post divorce including the division of assets, pensions and protection.