Services Professional Connections


We already work closely with a number of solicitors and accountants to ensure their clients receive reliable financial planning advice. However, we are always happy to have a chat with potential new connections keen to explore the service we can provide. Whether you are looking to implement a fully outsourced financial planning department within your firm, or just need a financial planner you can rely on for your top clients, our Chartered status makes us a natural choice for other professional firms.