Professional advisers

Our partnerships with professional advisers lead to planning and advice that's better integrated, more comprehensive and more tailored to each client’s needs

Professional introductions are important to our business. We know you want to be confident that any client you refer will receive our award-winning service, which is why we update you throughout the advice process. For added reassurance, we hold Chartered Financial Planners status, and membership with SIFA (Solicitors for Independent Financial Advisers).

WORKING WITH ACCOUNTANTS AND SOLICITORS

Our lifestyle planning process integrates accountancy and legal advice across a wide variety of client circumstances, including:

Estate and
inheritance tax
planning

Divorce
planning

Planning, protection
and investment for
business owners

Financial planning
with substituted
decision makers

Investment
management
for trustees

To find out more, or to request a copy of our due diligence documentation, please call us on 0207 467 2700, or e-mail

Here’s what our professional partners say about us