Professional Connections
We work closely with a number of professional practices and we aim to provide an extension of your professional services thus assisting with client retention.
We acknowledge the sensitivity of client referrals and we are committed to providing a professional service to create and maintain symbiotic relationship.
We provide an unbiased independent service for our mutual clients to meet their needs and objectives and we aim to keep you informed of progress at all times.
Our comprehensive fact finding may identify additional opportunities for both parties.
We can provide regular surgeries at your own offices and attend joint client meetings where appropriate.
We have broad experience of trust matters and of working with trustees.
We recognise the opportunities for us to assist legal advisers and trustees with the onerous responsibilities imposed by the Trustee Act 2000.
Other aspects of financial planning include personal injury settlements, pension divorce settlements, care fee planning, equity release and business protection arrangements.
"Equity Release" refers to home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
You can pay a fee of £549 on application and we will then retain the commission from the lender.
Or
Alternatively, the fee only option is 1.5% of the loan amount subject to a minimum of £1549 on application. You will then receive the commission paid by the scheme provider once it has been paid to us.
Either way, you can be certain of quality, specialist advice from our experienced Specialist Independent Financial Advisers.