How to work with us

We are always open to working in partnership with other financial services companies who share our core values and approach to clients’ well being. We work closely with accountants and solicitors and are able to provide a seamless and valuable service to our clients.

We also work with Independent Financial Advisers, through introducer arrangements, in order to provide the more complicated financial instruments that full-service advisers might wish to hand over to a specialised team. We are very happy to discuss arrangements that provide the best possible value for our partners and our clients. We currently use two routes to partnership: Introducer Arrangements and Joint Ventures.

Introducer Arrangements

As an Independent Financial Adviser, Mortgage Adviser or accountancy practice, you may be interested in providing your clients with a fuller range of financial services products than your firm might already offer. We work with a number of partners through an introducer arrangement that means that between us we can provide your clients with full service financial management, while ensuring that your core client relationship is maintained.

We have standardised and compliant processes and documentation to aid us in working closely with those introducing clients to us. We would be glad to discuss this arrangement with you.

If you are interested, please contact Lisa Butler at or on 01983 535740.

Joint Ventures

Some companies working with high net worth individuals are interested in working with us through a more integrated structure; one that might share a brand and an even closer working relationship. We are able to work with companies in this way through joint venture structures. Benefits to our joint clients would be seamless management of their affairs, a full legal umbrella for their financial and legal interests, and a closer working relationship between their advisers. Again, we are happy to discuss our joint venture solution for professional service companies.

If you are interested, please contact Ben Rouse at or on 01983 535740.

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