We love working with like-minded professionals who prioritise their clients’ needs and focus on adding real value to the working relationship.

We work with:

• Accountants
• Solicitors
• Estate Agents
• Corporate advisers

Please do not hesitate to contact us if you feel we may be able to help your client to plan their finances when they are:

• Selling a business
• Acquiring or merging a business
• Planning for retirement
• Going through a divorce or separation
• Undertaking estate planning
• Recently bereaved
• Involved in a court of protection or Power of Attorney case
• In receipt of a personal injury payout
• Planning later-life care
• Seeking shareholder or key person business protection
• Setting up a SIPP or a SSAS
• Looking to introduce or expand on an employee benefit offering