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Professional partners

If you are a professional seeking a trusted partner to provide the highest standards of financial advice and service to your clients, then we can help you.

We are looking to establish partnerships with a small number of like-minded and high quality business professionals that share in our belief that working with other professionals can add value to their own businesses.

If you are an accountant, tax adviser, solicitor, HR consultant or other professional with clients requiring financial advice, either personally or in relation to their business, we can help them achieve the best possible outcomes whilst upholding your values and reputation.

For individuals, we provide a full range of services including advice on pensions and retirement options, mortgages, financial protection policies, and investment advice, including ISAs and general investment accounts, as well as investment bonds and trusts as part of inheritance tax planning.

For businesses, we provide advice ranging from keyperson protection, to advice on the auto enrolment requirements, through to the introduction of a full employee benefits program.

Our services are designed and bespoked to your client’s needs to ensure they receive advice that provides the best possible outcome for them, and which protects and enhances your own reputation for professional service.

For further information on how we may be able to work together to help you and your clients, please contact us and we would be pleased to discuss your needs in more detail.