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.

Opportunity

We find that, like us, a proactive accountancy or legal firm will know it’s often more effective to look at the bigger picture, rather than reacting only to a client’s specific query on their finances. So, in addition to their work on tax planning or legal matters, we can support them with 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 in more detail how we are able to provide a more comprehensive service through collaboration with other professional firms, please contact one of our Financial Planners at advice@rouseltd.co.uk or on 01983 535740.