Enhancing your service
We are uniquely experienced in working seamlessly alongside other professional services to coordinate clients’ financial, legal and business matters.
It is our belief that our specialist advice enhances the services of many other professionals, providing their clients with the holistic expert advice they deserve to get the best overall outcome.
Importantly, we provide impartial, independent advice with a clear and transparent fee structure - you can rest assured that your clients will receive the best advice, based on their needs from advisers they can trust.
If you are a solicitor, accountant or other leading professional, we can work with you to ensure your clients are in a position to make confident, well-planned financial decisions complementing your own advice.
How we can help
We provide independent, regulated financial advice to those who:
Are planning for, going through or starting afresh after divorce or separation.
Have received a windfall and require guidance on how best to use or manage it.
Have excess cash in their business or want to buy commercial property.
Are restructuring or reviewing shareholder agreements and need to fund share purchases or risk losing control.
Are looking for guidance on managing assets contained within any trust arrangement.
Are planning their retirement and need advice on how best to plan for their future.
Would like to review how to best leave their legacy to future generations.
Are looking to reduce the potential Inheritance Tax payable on their estate.
Professional Attorneys or Deputies needing help to discharge their duty of care.