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.

Accountants and Business Coaches

We work with business owners and professionals looking to secure their financial independence. We find that clients typically come to us when they are considering exiting the business, and need to develop a strategy for this, and to find out if they have enough money to retire. Our Financial Planning service gives them the confidence to work out whether they have enough resources to retire. This service works very well in conjunction with your expertise in building a business for a sale.

Solicitors

We work with the clients of local law firms, particularly in the following areas:

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.

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