Professional Connections

Working together to ensure clarity, confidence, and peace of mind.

Working together to ensure clarity, confidence, and peace of mind.
  • Working partnerships

    Our main goal is to help you live your best life, now and in the future. We work alongside trusted partners outside of our areas of expertise,so we can provide a full service and tailored approach to both your financial and lifestyle needs. This ensures you only work with highly qualified and trusted experts who have your best interest at heart, allowing you to focus on what matters most to you.

    If you already have established working relationships we will work with your trusted advisors to ensure the best possible outcome for your holistic planning.

    If you do not have your own trusted advisers, we can connect you with highly qualified and trusted experts. Our professional connections include:

    ● Accountants

    ● Solicitors – specialising in property and conveyancing.

    ● Solicitors – specialising in divorce and family law matters.

    ● Solicitors – specialising in personal injury cases.

    ● Solicitors – specialising in business and corporate matters.

    ● Solicitors – specialising in wills, trust and estate planning.

    ● Commercial insurance brokers.

    ● Corporate finance

    ● Business consultants

  • Developing relationships

    We are always looking to partner with like-minded professional firms that are looking to bring a holistic approach to their offerings.

    We have years’ worth of experience in financial planning for young professionals, business owners and those looking to retire. We also specialise in defined benefit pensions, advice for divorce and those who have suffered from a personal injury.

    Please fill in the form below to discuss developing our working relationship further.

A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rate and tax legislation.

The value of investments and income from them may go down. You may not get back the original amount invested.

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority does not regulate will writing, inheritance tax planning and most forms of buy to let mortgage.