We are experienced in working together with other professionals where requested by a client. This can be either where a client has existing professionals that they wish us to work with or where professional partners seek to use us as one of their favoured investment management partners for their own clients.
No introductory fees
We make our introductions purely for the benefit of our client. Where we provide an introduction for clients to consider, we do not receive or request any financial payments from the client or from the professional partner to whom we have introduced the client.
Solicitors and Legal Executives
With extensive experience of working with those in the legal profession, we are well positioned to help manage investment portfolios in areas such as:
- Court of Protection
- Providing Management Services to those who have inherited
- Trusts (including Discretionary, Interest in Possession and Charitable Trusts)
- Advising executors in relation to portfolios held within estates that need to be distributed
- Advising those who have received financial awards, including medical negligence
- Reviewing existing portfolios and considering investment portfolios for those moving into care
- Dealing with existing portfolios and investment requirements upon divorce
- Working with Attorneys
We are also happy to provide a sounding board for general investment management approaches that may be suitable (or unsuitable) for your potential and existing clients, including those whose portfolios we do not manage. This often allows us to identify other solutions with you.
Accountants and Tax Advisers
As our reporting systems are managed through a trusted custodian and administrator, we can provide you with full Consolidated Tax Certificates as well as Capital Gains Tax Reports, where this service has been elected by your client.
A number of tax advisers and accountants are now seeking closer ties with the investment firms that their clients use, and we are always keen to explore how we may best serve you.
Financial Advisers
Our ethos is to provide a clearly laid out and client friendly portfolio approach for our clients. We seek to tailor the way we support you as much as possible and are aware that efficiency and cost effectiveness are vital.
We do not have any in-house financial advisers within our branch office and as such, we are independent of any potential conflict of interests and can choose to work with the most appropriate financial advisers.
