Professional connections
An enhanced, joined-up service
We work in partnership with the likes of solicitors, accountants and will writers to deliver a holistic solution to planning their clients’ financial affairs. Trusted by many firms across the UK, we can help enhance your service offering in a way that benefits all parties.
Through a multi-disciplinary, comprehensive approach, we ensure your clients receive a truly value-adding service at every touch point. By referring to us for areas requiring financial advice, you can be confident that your clients are looked after by experienced professionals.
How we help…
Holistic advice
We help to provide a comprehensive solution to managing your client’s financial affairs, benefitting both you and them.
Improved service
Your clients will have access to advice from a financial specialist, so they can gain clarity and support with their decision-making.
Client retention
Your clients will have access to advice from a financial specialist, so they can gain clarity and support with their decision-making.
Seamless coordination
Our joined-up approach allows for clear communication between all parties, so it’s (mostly) smooth sailing at every stage.
The Insight Service
Client-focused financial planning can be a life changing experience for you and your family. We have a four-stage process:
Engage with you
Create the plan
Implement the plan
Review the plan
