Whilst Financial Advice is important, it does not cover ALL of a client’s needs.
We understand that our clients require additional services, from other professionals like Accountants and Solicitors.
The relationships that work best for us are those where we are in contact with our client’s other advisers.
We are happy to, and regularly do, attend meetings with Accountants and Solicitors to ensure that our clients have a complete, overall service.
If you have clients who need advice on pensions, savings and investments, inheritance tax planning, managing care costs, please do not hesitate to contact us on 01932 867 641.