An ‘all round’ service for our clients
Our expertise spans all areas of financial planning, including pensions, protection, investments and investment management. Experience shows that clients often receive the best possible service when their professional advisers work closely together. This has led to like-minded professional firms of accountants and solicitors, trustees and deputies understanding the benefits this brings which has enabled us to develop long lasting relationships.
Our desire is to give clients a fully integrated solution to their financial and legal requirements both now and into the future which is why we regularly refer and introduce clients to selected and skilled practitioners in other disciplines. This, together with our Treating Customers Fairly policy means we are committed to providing the highest level of client care.
Specific areas where we have supported our professional connections and achieved a quantifiable benefit for their clients include:
- Pension sharing upon divorce
- Advice to the elderly
- Portfolio management services for Trustees/Deputies
- IHT/Estate planning solutions
Additional services available via our strategic partnerships include:
- Tax compliance
- Executorships and the administration of estates
- Trust taxation and accounts
- International tax
- Tax investigations
- Trustees & Court of Protection Solutions
- Lasting Power of Attorney (LPA)
HAVE A QUESTION?
SPEAK TO A MEMBER OF OUR FRIENDLY TEAM TODAY ON: 0161 348 7100






