Professional Connections

We partner with other professionals such as solicitors and accountants who share our values and seek to offer the same high standard of quality advice.

Working in tandem with other professionals helps our clients to gain a greater sense of perspective on their unique situation and needs.

Whether it is the need to find a recommended solicitor to write a Will or create a Trust, or the need for an accountant to help make sense of your tax affairs, we will either work with our clients’ current appointed professional or point them in the right direction if they don’t already have an established relationship.

Depth and breadth of advice, combined with our investment experience, enables us to help clients make sure that no area of their financial needs, goals or plans has been left to chance.

If you’re a solicitor or accountant and feel that you could benefit from working with us then please contact us today