Collaborating with other Professionals
Many of our clients have complex financial arrangements. That is why we recognise that managing your wealth often requires the specialist skills offered by accountants, solicitors, and other professionals. Creating a network of professional connections can help our clients access the joined-up advice they need at different points in their lives. We believe partnerships with other client-facing professionals are essential.
Our approach with professional advisers is collaborative. We have strong relationships with legal, accounting, and other professional services firms and we know that there are various areas where our experience and knowledge can be of use to them. These relationships allow us to offer a comprehensive approach to dealing with our clients’ financial planning, providing a hub through which multiple tiers of advice can be sourced.
We also recognise that other professional firms themselves will need financial planning support or advice on wealth management, retirement planning, tax planning at some point and with our range of experience in working with private individuals and corporate clients, we can offer a range of additional services for their clients.
For more information on how we can advise and support you and your clients, please contact us.
Download our document on Financial Planning Areas to Consider at Tax-Year End. We hope this will help you work out what actions are required to make use of the relevant tax planning opportunities for your client this tax year-end.