Working with Accountants, Solicitors and Business Coaches

We work very differently from the majority of financial advisers, and have a range of core services aimed at typical clients of professionals such as accountants, solicitors and business coaches. We can work closely together with you, even in joint meetings to reinforce your professionalism, and to maintain your client relationships.

Our services are built around Financial Planning and Investment Management – our key specialisms.

Clients typically come to us because they want security in their life, they want control over their future and they want to avoid costly mistakes.

What we offer you

  • High level of qualifications and experience
  • Clear award-winning client service standards based around repeatable processes.
  • Transparent fixed fees
  • Independent and directly authorised
  • Specialise in Financial Planning and Investment Management
  • Professional offices and facilities
  • Comprehensive research capability
  • Community focussed
  • Educational resources
    Including testimonials, case studies, articles, checklists, blog, guides
  • Team approach

Professionals we work with

Click on the relevant link to find out more.

We are looking to develop close relationships with other professionals with a view to mutual client referrals. If this is of interest to you, please contact us.