How we can work together
The services we provide
We offer tailored advice, helping clients to identify their financial objectives and understand how they are going to achieve them.
A unique, individually tailored Succession financial plan will give your clients clarity over their financial future, answering key questions about their personal circumstances and goals, and providing a roadmap to their chosen financial targets.
By partnering with us, you will be able to offer your clients an enhanced service that:
Takes a holistic approach to addressing their needs
Analyses their goals and develops a plan to help them
Offers solutions to problems outside of your area of expertise
Ensures the totality of your clients’ professional needs are considered
Offers your clients the joined-up advice they need
Benefits from our expertise and gains from our technical and specialist knowledge
Stands out from the crowd at a time of increased competition
Extends the reach and appeal of your practice
Accountants
As an Accountant, you will often work with clients who have complex financial needs which fall outside your area of expertise. Similarly, your clients will often reach out to you when they are going through substantial change in their lives. At such times, financial peace of mind and confidence are key, and we can help to support them in achieving this.
| We provide advice in the following areas: | Spotting opportunities for referral: |
|---|---|
| Holistic financial planning | Clients going through divorce or separation |
| Pensions and retirement planning | Clients buying or selling a business |
| Investment planning | Clients with Inheritance Tax and estate planning needs |
| Tax planning* | The recently bereaved |
| Inheritance & Estate Planning | Those with long-term care planning needs |
| Generational Planning | Those involved in a Court of Protection or power of attorney case |
| Protecting wealth and assets | Clients planning for or in retirement |
| Trustee | Clients in receipt of a personal injury payout |
| Power of Attorney* | Clients with significant wealth |
| Clients you may have expressed dissatisfaction with their existing adviser | |
| Clients requiring Key Person insurance or Shareholder Protection insurance |
Solicitors
As a Solicitor, your clients will reach out to you when they need legal advice regarding their home, their family or their business and you may be aware that they have complex financial needs which fall outside your area of expertise. Similarly, your clients will often contact you when they are going through substantial change in their lives. At such times, financial peace of mind and confidence are key, and we can help to support them in achieving this.
| We provide advice in the following areas: | Spotting opportunities for referral: |
|---|---|
| Holistic financial planning | Clients wanting to sell their business |
| Pensions and retirement planning | Clients wanting to grow by acquisition |
| Investment planning | Pre-sale financial planning |
| Tax planning* | Dealing with the proceeds of a house sale |
| Inheritance & Estate Planning | Clients seeking advice following an inheritance |
| Generational Planning | Clients requiring Key Person insurance or Shareholder protection insurance |
| Protecting wealth and assets | Clients dealing with the aftermath of divorce |
| Trustee | |
| Power of Attorney* |
*Please note, The Financial Conduct Authority does not regulate advice on taxation, Trusts, Estate Planning, lifetime cash flow planning, Will writing and certain aspects of corporate services.