Professional Connections

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.

What our clients say

I have to let you know that over the years, the one rock steady thing in my life has been Richmond House and how you have all been there to help me make the right financial decisions at the right time. Augustino (Gus) Bove
I was most impressed with your thorough and detailed report in your formal pension recommendations. I agree with the proposals you have made and would like you to proceed on this basis. Thank you for your advice and assistance, I am very pleased with the outcome. Mr I D, High Wycombe
The personal pension is one of my major savings accounts for later life and it is very reassuring to know that is well looked after and actively managed by the excellent team at Richmond House Geoff Stilwell, Partner of Brown & Lee Chartered Surveyors

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?

  • As SIFA professional members, we have satisfied SIFA’s due diligence criteria for the selection of IFAs by solicitors
  • Being Chartered Financial Planners means that we have the freedom to give clients the unbiased advice they need
  • Our knowledge and expertise in working with businesses and private individuals means we can offer a range of additional value-added services for your clients
  • We have successfully partnered with solicitors and accountants, meaning that we have a good understanding of the way in which they like to work and the high standards of client care they expect
  • We offer opportunities for joint marketing efforts, seminars, workshops and can contribute to newsletters and other regular communications.

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.

For more information

Contact Us