We support the financial planning activities of professional firms such as Solicitors and Accountants by providing independent financial advice for their clients. This is invaluable for many firms, as this advice is increasingly vital in helping clients meet their goals and objectives.
Over the years we have gained unique insights.
So what makes our approach different?
Our relationships are structured and productive.
We like to work closely with our connections long term, striving to make the relationship meaningful to you and beneficial to your clients.
We utilise our own bespoke referral process which will have little impact on your time. However, we are confident that it will produce many, many, more referrals. Most importantly it will deliver satisfied clients and improve retention rates.
To meet with us for an initial chat to hear how we work, simply call 0115 907 5200 or you can email firstname.lastname@example.org