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Professional introducers

Financial planning is closely connected with many other aspects of people’s lives, from accountancy and legal issues to share dealing and property ownership.

That’s why we collaborate closely with other professionals such as solicitors, accountants, estate agents and stockbrokers.

By building relationships with other professional experts, we are able to offer your clients and ours a holistic service that meets everyone’s needs.

If your business brings you into contact with clients who would value expert financial advice, forging a partnership with our highly-qualified team could benefit your business and help your clients build real financial security for the future.