Accountants & Solicitors

Most firms of accountants or solicitors (and probably multi-disciplined practices before long) feel that they prefer to seek Independent Financial Adviser's help to support their own advisory services .

There is considerable comfortable in the knowledge your clients' IFA support comes from a well qualified source and we would be delighted to assist.

The most common areas where we have been able to help include:

• Pension sharing on divorce
• Trustee Investments
• Life insurance for maintenance payments
• Elder Client Care - long-term care and asset protection
• Shareholder protection and keyman insurance
• Pension Scheme Wind Ups
• Employee benefit packages
• In-specie pension contributions eg property
• Syndicated property purchase through the use of SIPP's and SSAS's

At all times we fully respect the relationship that you have with your clients and we like to work very closely with you with joint client meetings initially.