We’ve built our business on the belief that successful relationships depend on partnering with people that know exactly what they’re doing.
That’s why we work closely with other professionals to provide an enhanced service for their clients.
Your strategic partners
We’re experienced in working alongside other professional roles to provide a holistic financial service for clients. We regularly work with solicitor and accountancy firms to advise on the most appropriate investment strategy for the likes of trusts and professional deputies, our Director Paul Lindfield having spent many years as a partner of such a firm.
By bringing us into your network, you can not only enjoy a proactive approach to your clients’ wider financial needs but feel confident that you’ll be remembered for all the right reasons. It’s a match you’ll definitely want to make.
An extension of your business
We’ll fit seamlessly into your way of working and become your right-hand person, there to take the strain and support you in ways we already know how.
Great for your clients
Your clients will benefit hugely from a specialist network of advice and support that meets their highest needs.
Great for you
Happier clients reflect well on your business and typically leads to better client retention in the long run.