We love working with like-minded professionals; people that prioritise their clients’ needs and focus on adding real value to the working relationship.
Usually, we would meet up for a coffee to discuss initial ideas on how we may be able to work together. Unfortunately, because of COVID-19, we are limiting initial chats to phone calls or video conference.
Professionals we work with, for example:
- Estate Agents
Please do not hesitate to contact us if you feel we may be able to help your client with their financial planning requirements.