Clients of Lawyers and Accountants often ask them for advice on financial planning issues. You can rely on us to assist you and add value to your service and be sure that your professional reputation and integrity will be protected at all times.

Professional Relationships

A growing proportion of our new clients are coming to us on recommendation from their lawyers and accountants. We understand that professionals have two major priorities:

• To provide an exceptional service to their clients

• To maintain their professional reputation and integrity

We understand that when you refer a client to us for specialist advice, you are placing your reputation on the line. With the experience we have in depth, our highly compliant advice processes and method of delivering that advice to clients, you can be assured that both your clients interests and those of your firm will be fully protected.

We can work with you (we regard professional relationships very much as a partnership) in several ways:

• Specialist advice, for example in relation to pensions and investments where you may have provided the initial tax advice

• Arranging Shareholder or Partnership Protection policies where you may have established the company or firm and have drafted the statutory documents, Shareholder or Partnership Agreement

• We can run Seminars or Workshops for your staff or clients on specific areas of interest. In the past we have run Seminars on topics as diverse as providing pension schemes for employees and tax planning for employees relocating from overseas which have been well received

With most professional relationships, we will appoint a dedicated consultant to deal with your requirements to promote continuity and build a long-term relationship.