In order to provide our clients with a fully integrated service we invest time and resources into building long-term and trusting relationships with other professional firms.
This is important because we take a holistic view when advising business owners, wealthy individuals and those at later life about their varied, and often quite complex, financial affairs. In the course of our discussions we often identify areas to be addressed that fall outside our area of expertise.
This is where we believe we can work together with our professional partners to complement each other’s business and ultimately provide the best possible outcome for our respective clients.
The specific areas we can work with you to add value to your client’s experience vary greatly and range from succession planning, wealth management, trustee investments and estate planning.
A summary of client’s we work with and the typical areas in which we can help are detailed below:
The cost of our services depends on the basis of advice taken up and the amount of work involved.
We provide all prospective clients with an initial consultation of 1 hour at the cost of the firm, this providing the perfect opportunity for your clients to have an open discussion with us and to assess whether we are a suitable match to work together going forward.
If you would like to get together over a coffee and find out more about how we can help one another and our respective clients, please do not hesitate to make contact with us.