We want to be proactive in the way we approach your lifetime financial planning needs and always look for ways we can add value to the service we provide. As part of that aim we build close working relationships with accountants and solicitors who share our core values and approach to clients’ wellbeing.

By doing this we feel it allows for a smoother service for you as we develop clear lines of communication between all parties. These professional relationships can provide an easier route for us to share relevant information with your accountant or solicitor, and vice versa. This will ensure each professional you deal with has the clearest picture of your affairs, meaning that whether it’s your financial adviser, your accountant, or your solicitor, you can be comfortable knowing that each will have the information to be able to help you find the most appropriate arrangement.

This collaborative approach can simplify processes and potentially uncover opportunities that might otherwise be missed; it can also reduce the risk of missed deadlines. Having a clearer path for shared information between each professional area can also take the pressure off you. For example when you need to find documents or information at certain times of the year (such as the tax year end), because we can communicate directly with your accountant regarding what is needed, or your solicitor can easily give us information relating to your Will that could affect your lifetime financial plan.

Creating this professional hub results in added value and a smoother experience for you.