Introduction

Working with other professional advisers

Our advisers provide independent financial advice and independent investment management services to private clients.

We also work closely with other professional advisers such as lawyers and accountants. Our clients often have a team of professional advisers working on their financial affairs and we work alongside them to provide the best overall service to our mutual clients.

We aim to work together with those professional practices whose approach matches our own and with whom we can build relationships for the mutual benefit of our clients.

There are many similarities in the way we work, including our fee based approach and focus on the quality of service we provide to clients.

Over the years we have established strong relationships with a number of leading legal and accountancy practices.

In addition to our independent financial advice and independent investment management services we have specialist expertise in the following areas:

• Wealth advice on divorce - asset splitting
• Personal Injury and Clinical Negligence
• Wealth advice for charity trustees
• Services for non domiciled individuals

If you require any further information please contact us.