Wealth services for professional intermediary relationships

Mutually rewarding relationships to help us help our clients

Professional partnership

Sometimes clients have a team of professional advisers working on their financial affairs. We often work alongside them to ensure joined up thinking and that our mutual clients get all the services they need. We work with those professional firms whose approach matches our own (a fee based approach with a focus on quality of service) and with whom we can build relationships for the mutual benefit of our clients. We invite you to meet with us, inspect our business and explore the possibility of working together.

Referral and Recommendation

From time to time, we will also seek to refer and recommend the services of a professional, where we identify with our clients the need to seek further specialist advice, e.g. drawing up a will, tax planning, providing a set of accounts, legal advice, alternative investments, establishing a trust etc. We do this to ensure that our clients receive a truly professional and seamless service. If you believe your firm could help our clients we would be delighted to hear from you.

Helping your clients

As a firm of specialist financial planners providing bespoke solutions, we look to complement your professional services through the provision of high level financial advice on areas such as:

  • Wealth advice on Divorce
  • Pensions advice on Divorce
  • Business owner exit strategies and planning
  • Trustee investment and Wealth Management Service
  • Pension Review Service
  • Personal investment planning
  • Protecting businesses financial assets
  • Capital growth and income generation for lump sum settlements
  • Group benefits on behalf of employees.

Our methods

We are able to work with you in a number of ways such as providing regular clinics at your premises,  seminars or workshops for your clients, market updates and commentary or updates on relevant industry news. We are also happy to meet directly with your clients where required or simply work in the background to help you provide your clients with an appropriate service.

For more information, please read our intermediary services brochure:

Wealth Financial Intermediary Services