Financial advice and management can be a complex and diverse field.
Where appropriate we partner with a number of 3rd parties, who are specialists in their own fields, to complement our financial advice to make sure there are no grey areas in both our and our clients financial management.
For clients who have pre-existing relationships: for example with their accountants; we work alongside them with the ultimate aim of making sure that all parties fully comprehend and are happy with the direction of our ongoing management.
Accountants and other Professional Advisers
We work very closely with other professional advisers including accountants and lawyers.