We believe that where a client is also working with an accountant, solicitor or other professional adviser, we can better serve their interests by working cohesively, in a “joined up” manner. That way, we can ensure that no opportunity is missed for them to reach their goals.
Clients also tell us they feel a greater sense of security and peace of mind when this kind of set-up is facilitated. For that reason, we welcome referrals from and are happy to make referrals to other trusted professionals.
Here’s how we will help you
Working together has many benefits, including:
The problems that clients seek help with often span different disciplines and skill sets. When a client seeks legal advice for a divorce, for example, or tax advice from an accountant. By referring clients to us, you will feel assured a reputable, highly qualified expert is serving their wider needs.
An integrated approach also means less work for clients, freeing them from the responsibility of needing to liaise between different providers and practices, translating messages and coordinating actions and timings. When clients are going through a difficult time, it is one less thing for them to think about.
By offering your clients access to financial planning, you provide an enhanced service and distinguish your practice from competitors. For your clients seeking help with tax planning, divorce, probate, a business sale, merger or acquisition, they will gain a better understanding of their current financial situation and make better-informed decisions.
No introducer fees
We don’t keep any hidden surprises or introducer fees up our sleeves. We really do cherish working with other professionals so we don’t implement fees even after the relationship has been established and matured. This ensures we remain entirely impartial and independent.
The journey to get you there
How do we get you from the initial conversation to the realisation of your financial and lifestyle goals? Take a quick trip through the financial planning journey.Your journey
See what our clients say
I was coming up to retirement and didn’t know what to do or what my options were. Daniel was excellent at explaining my current situation and how I could retire. It’s been an excellent service, and I couldn’t have done it without him. Great value for money.
Daniel calmly took me through the various scenarios and offered up a solution that met both my immediate, medium- and long-term requirements.
Daniel showed me ways to save and invest my money properly while still having enough to live an active life.
Daniel has assisted with all aspects of financial planning for retirement. We have found Daniel very approachable and have received very prompt and detailed responses to the advice we have sought from him.
I was looking to save for the future by investing my money in stocks and shares. Daniel and the team provided great support and guidance with my investment portfolio.
I would highly recommend your firm. I appreciate so much your liaising with other professionals such as lawyers and accountants on my behalf. I could not have managed without your whole team. Thank you all so much.
Expertise in financial management, a proven record of success, professionalism and trustworthiness.
Very easy to speak to and fairly simplistic and straightforward approach to financial planning. We have already recommended you to several friends.
I always feel confident that whatever advice I receive, it has been carefully considered to suit my individual circumstances. It is also comforting to know that if I have any worries I can pick up the phone and someone will be happy to help me.