Our professional partners

Over the years we have developed links with other professionals who adopt a similar ethos to ourselves. We work in tandem with these firms, each of us using our expertise and skill to ensure that the client’s objectives are met. The professionals we typically work closely with are accountants, lawyers and, in some cases, other independent financial advisers.

We believe having links with these like minded firms helps us to offer a completely holistic approach to our client’s financial and life needs. Whether it is help with writing a will, or advice with business accounts, we can recommend someone who we trust to help and support you.

We are members of:

  • Chartered Insurance Institute
  • Personal Finance Society