Professional relationships
Offer your clients a seamless introduction to a Chartered, independent firm
We’re flattered that so many solicitors and other professionals entrust us with their clients
As a client-focused professional, you’ll doubtless have times when you suspect some sound financial planning would make all the difference. The question is, who do you trust?
Offering a timely introduction to a proven partner doesn’t just improve your client’s experience. It can also protect their interests – especially if it’s an emotional time, or they’re not used to making big financial decisions. But you’re in a position of trust, so it’s important to make the right choice.
As Chartered, independent financial planners, with decades of experience, we regularly help lawyers and other professionals to support their clients. It’s a privilege and responsibility we take seriously, we focus on working together to provide the best outcome for our clients. .
Crucially, our emphasis on lifetime financial planning – rather than short-term advice – will help your client to use their assets in a considered way that supports their values and life goals.
And as STEP qualified advisers, as well as members of SIFA Professional, we’re well placed to offer your client a truly independent view of their options – building a longstanding, mutual relationship between our firms.
Sound planning at key moments
There are several times when an experienced financial planner can help a legal client. The most common we handle include:
Mutual relationships with client-focused professionals
Lifetime financial planning: a considered approach for your client
Unlike a financial advisor, a financial planner looks beyond a single transaction, and helps your client to build an integrated plan for their future, using a variety of options and approaches. This plan us reviewed an updated throughout their lifetime to ensure they stay on track.
Start the conversation with a team near you
Before recommending us, you’ll likely want to find out more about our people and approach, and see whether we fit. Send us a quick message, and we’ll arrange an initial conversation.