A comprehensive service for clients
We understand that certain circumstances call for complex financial decision-making – and as a professional, you’ll want to ensure your clients receive the best possible advice. We regularly work with lawyers, accountants and other professional advisers to provide their clients with specialist support when they need it most.
As a long-standing member of SIFA, you can have confidence in referring your clients to us, safe in the knowledge that they’ll receive a quality, comprehensive service.
How we help
The areas of advice where we can support include:
Divorce or separation
We can help your clients understand more about different financial agreements and how that might impact their individual finances.
We can support clients who are looking to explore leaving a legacy and would benefit from help in planning their estate.
Inheritance Tax planning
We can recommend solutions designed to help minimise a client’s Inheritance Tax liability.
We are retirement planning specialists, experienced in helping people achieve their retirement goals and maintain the lifestyle they desire.
The sale of a business
If your client is considering selling their business, we can advise on whether they have ‘enough’ to do so.
Managing an inheritance
We can advise clients who have received an inheritance on how best to use it to further their financial and life goals.
We come highly rated
We’re an RQ-certified firm with an overall rating of 96% – one of the highest scores awarded to a financial planning firm to date. This is evidence of just how well we work in partnership with like-minded professionals, and our commitment to exceptional service.
Read our full RQ profile here.
Denise Head, Bates Wells and Braithwaite Solicitors
Peter Glading, Larking Gowen
Andrew Driver, Beatons Group
Our awards & accreditations
We’re proud to have been widely recognised for our achievements throughout the industry.