Accountants and Tax Advisers
Do you want to develop closer links with other professional firms, which offer services to similar clients?
We work with accountants and tax advisers who are interested in the following goals:
Who we work with
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, or 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.
Case studies relevant to accountants and tax advisers
Want to learn more?
Contact us to discuss how we can work together, or take a look at our Financial Adviser Evaluation checklist. This will help you to evaluate whether your potential or existing Financial Adviser relationships match up to your expectations.