Collaborating with Professional Advisors

Many of our clients have complex financial arrangements.  Some will already have professional advisers, whilst some will need to appoint specialist advisers to access the skills they need, such as legal or accounting advice.

Similarly, professional advisers will encounter situations where their clients will benefit from financial planning in connection with matters such as divorce, separation, employment, retirement, long-term care and ethical and sustainable investment advice

We have a strong understanding of the legal and taxation frameworks for appropriate and effective financial planning across these complex advice areas. We also offer financial advice on ethical and sustainable investments and responsible wealth management.

Our approach with professional advisers is collaborative, and we have strong relationships with legal, accounting and other professional services firms. These relationships allow us to offer a holistic approach to dealing with our clients’ financial planning, providing a hub through which multiple tiers of advice can be sourced.

We also recognise that professional advisers themselves will need financial planning support or advice on wealth management, retirement planning, pensions, and ethical and sustainable investing at some point in their careers. Many of our independent financial planners provide advice to other professionals, and are familiar with the financial requirements which are unique to them.

For more information on how we can advise and support you and your clients, please click on the links below.

Pensions & retirement

Our retirement planners can help you to make the most of pension legislation and tax efficiency whilst you’re saving and provide financial advice when you need to create income or capital from your pension to achieve a sustainable retirement.

Lifetime cash flow analysis

It’s important to understand your income and expenditure. Our financial advisers can help you plan for your future through a cash flow model.

Financial planning for divorce and separation

Our financial planners are experienced in dealing with the financial intricacies of divorce settlements and are highly qualified pension transfer specialists.

Protecting what matters

Our financial planners help you identify an appropriate level of life cover, critical illness cover and income protection insurance to give you the protection you need, should the worst happen to you.

Tax planning

We’ll help you maximise tax efficiency by making use of available tax reliefs, allowances, tax wrappers and investment products.

Long term care

Our retirement planners can help you choose the way you want to be cared for in later life and identify how you can prepare for those future care costs.