As always, the best interests of clients lie at the heart of all our services.
We also run free Law Society approved CPD training sessions for members of the Law Society.
We work with:
- Lawyers and solicitors
- Private client advisers
- Estate agents
- HR professionals
We offer advice and/or recommendations on their clients’ needs:
- Investment opportunities
- Assets from sales of business and properties
- Inherited wealth
- Tax queries
- Retirement planning
- General insurance
While not all of our intermediary partners manage investments on behalf of their clients directly, those who do often require access to our expert financial advice and bespoke business-to-business support services. Some intermediaries want to retain a strong link with their clients, while delegating responsibility for managing some or all of their clients’ assets to us. Others prefer for us to deal with their clients directly.
Whatever your preference, we aim to achieve the best for you and your clients through building relationships based on trust and understanding. What’s more, the management of your clients’ assets is conducted in accordance with the requirements, objectives and risk tolerances agreed between you and your client.
The Financial Conduct Authority does not regulate taxation advice.