Professional connections

In wealth management, our clients often ask us to work with other specialist professional services advisors, including accountants and lawyers. We understand and respect your professional expertise and work effectively and collaboratively. Adding our specialist financial planning and investment knowledge and practice to your expertise can help you provide a comprehensive service for your clients.

How we work with other professional services

Our advisers provide personal financial advice and investment management services to private individuals, families and trustees. We also work closely with other professional advisers such as lawyers and accountants.

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Personal injury and clinical negligence

Our specialist team focus on personal injury and clinical negligence cases, and includes 1st tier APIL expert witnesses. We advise a wide range of claimants including minors and brain injured clients.

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Asset splitting on divorce

We advise on the wide array of financial planning issues that arise upon divorce, including those in relation to pensions. Our goal is to assist both you and your clients, by providing clarity on the…

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Wealth advice for charity trustees

Our goal is to assist charity trustees in fulfilling their obligations, understanding the risk in the charity's investment portfolio and managing their investment portfolio on their behalf.

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Financial planning for non domiciled individuals

Services for Non Domiciled Individuals We are able to provide financial planning advice for non-domiciled individuals and offshore trustees on the opportunities available which take into account the…

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