Wealth Management Partners

We have built up a network of legal firms and accountancy practices with whom we have developed professional partnerships in order to deliver a seamless and enhanced client experience.

A network of dynamic professional wealth management partnerships

Services such as tax planning, probate advice and trust and charity investments used to be offered by solicitors and accountants until The Financial Services and Markets Act of 2000 came into force. As a result we have developed a network of professional partners with whom we work to combine our complementary skills.

 

We are keen to develop this partnership approach further and welcome enquiries from new practices seeking reliable, professional and expert partners who can provide advice and practical support with individual, business or charity investments, or fully comprehensive trust and probate services.

Wealth Management Partner Services include:

As part of the Trustees Act 2000, trustees are required to seek professional advice on any investments made with money held by charities or trusts. With our advice and support, we can help to maximise the returns on such investments.

We can assist in the valuation of portfolios for the purposes of probate.
Working in partnership with accountants and solicitors, we can help to mitigate tax liabilities for their clients.

Please Note

The above services are not regulated by the Financial Conduct Authority.

Scroll to Top