We partner with a select number of professional firms, facilitating the delivery of a financial services offer to their customers. As a chartered firm, we seek to develop long-term relationships with both you and your clients to deliver tangible value to them and business benefits for you.
If you are an Accountant, Solicitor, Insurance Broker or Human Resources Consultant, who wants to do more for your clients, we would welcome the opportunity to discuss with you how we could work together. For Financial Advisers we also provide an efficient occupational pension transfer service for both final salary and money purchase schemes.
We offer a range of partnership solutions, from informal introductions, through formal introducer agreements, to white labelled joint ventures: all enjoying the prestigious industry accreditation – chartered financial planner.