Professional Partners

A key and increasing part of our service is to work alongside your professional partners to bring an integrated approach to your affairs and financial planning.

We welcome the opportunity to work closely with solicitors, accountants and other professionals to provide the financial planning and investment elements of advice and, as chartered financial planners and members of SIFA, our professional partners can be reassured of the quality of the service and advice offered to clients.

Key areas of our advice and planning include:

• Pensions and divorce: we have partners qualified and authorized to undertake pension planning and transfer analysis, a complicated area in the scrutiny and re-distribution of marital assets.
• Trustee advice: a requirement under the Trustee Act 2000 to monitor investments and ensure they remain suitable, even when balancing the needs of different groups of beneficiaries.
• Personal injury: particularly when looking at a life time cash-flows and an investment strategy (often within a trust) to meet a lifetime of requirements.

We are committed to developing long term working relationships with other professional advisers who are looking after the holistic needs of their clients and seeking to provide the complimentary financial dimension to their existing advice.