Working together, we can offer a comprehensive service for our clients.
Attorneys and Trustees are legally obliged to act in the best interests of the donor and Trust, and we can advise them on risk appropriate investment solutions, ensuring prudent ongoing management of the investment portfolio, mindful of tax efficiency and low cost solutions.
We recognise that, where appropriate, professions such accountants, solicitors, HR consultants, discretionary fund managers and independent financial advisers need to work together to provide the best possible outcome for clients.
We have a variety of solutions already working between ourselves and other like-minded professionals to enable them to offer the full range of options & tax efficient outcomes that an independent financial planning service can provide.
If you would like to nurture a professional connection, please feel to discuss this with us. We are happy to present to you how we can be of assistance and aid business growth within our professions.