Partnerships

Many of our new clients are referred to us by other professional advisers, such as lawyers, accountants or even other IFAs. We believe this is one of the highest forms of recommendation available and we therefore hold these relationships in the highest regard.

We work closely with professional introducers and often hold events, either for or with them.

We also have the legal structure available to enter into joint ventures. A great deal of our time is devoted to developing these special relationships which can lead to considerable mutual benefit over the longer term.

Many firms come to regard us as their ‘technical department’, especially in some of the more specialist and contentious areas of financial planning, such as Final Salary Pension Scheme Liability Reduction Programmes, Pensions and Divorce and Trustee Investment.

Whilst our work is done within specialist departments, we believe that it is important for each introductory firm to have a main point of contact who will ensure that you are kept up-to-date with matters affecting you and your clients. The point of contact also ensures that any queries are resolved as quickly as possible.