We recognise that effective management of your wealth often requires the specialist skills offered by solicitors, accountants and other professionals. Many of our clients already work closely with advisers in these fields, and we are happy to work with them. Alternatively, we can introduce trusted people we regularly work with.
Having over the years worked closely with many law firms and accountants, we know that there are various areas where our experience and knowledge can be of use to them, enabling them to offer additional valuable services to their clients. We understand the special nature of the relationship a solicitor or accountant has with a client and, through working in close collaboration, we have been able to deliver solutions that sit comfortably alongside the services their other advisers offer them.
Why choose us as your business partner?
Our business has been built largely from repeat business from satisfied clients and their referrals, and recommendations from business introducers; we think this says a lot about the standard of advice and customer care we provide.
We are happy to meet up to discuss how we could be of service to you. At this meeting, we will explain our philosophy and guiding principles, and outline how we could partner with you to offer a range of high-quality complementary services to your clients.