Partners

As part of our commitment to constantly improve the service we provide, we always welcome the opportunity to work more effectively alongside other professional firms that share our core values and approach to clients’ wellbeing.

Proactive and efficient

We want to be proactive in the way we approach our clients’ lifetime financial planning needs so we build close working relationships with accountants and solicitors. By doing so we are able to provide a seamless and valuable service to our clients. This collaboration provides the opportunity to increase efficiency across all elements of our service provision and it could help your firm too.

Opportunity

Like us, as an accountancy or legal firm, you may find that, although clients might make contact regarding help for a specific aspect of their finances, it’s often more effective to look at the bigger picture. With our holistic approach to financial planning, we review all areas of a client’s financial life to maximise every opportunity to help their money work harder for them. So, in addition to working with you on behalf of our clients on tax planning or legal matters, we can provide your clients with financial planning services that you may not currently provide or promote, such as advice on tax efficient pensions savings, investments, and retirement planning.

Added value

We feel that working collaboratively with accountancy firms and solicitors provides added value, ensuring all clients get the most effective tax and legal advice as part of their lifetime financial planning.

Get in touch

If you are interested in exploring the possibility of working with us to provide a more comprehensive service for your clients, please contact Lisa Butler at lisa.butler@rouseltd.co.uk or on 01983 535740.