We are happy to take introductions from professional contacts such as solicitors, accountants and mortgage advisers.
Many clients, particularly the self-employed, can have close relationships with their accountant. We are happy to enhance that connection by using our expertise in related areas such as tax and pension planning.
Likewise, many solicitors may find themselves looking to refer beneficiaries and trustees to a suitably qualified IFA that they can trust.
If your would like to start a conversation with us about how we can help one another in business, use our contact form here.