Over the years, we’ve forged strong and lasting business relationships with many in the profession. And through this close collaboration, we know what we can bring to the table to support accountants and their clients. Especially where our financial advice and market knowledge can help deliver added-value services to high-net-worth clients.
Accounting professionals increasingly come to us for truly independent advice – we’re not tied to any bank or product provider, so our guidance is always focused on what’s best for you and your clients.
By combining that independence with a clear understanding of your financial needs and the constraints of your profession, we’re able to build a strong, collaborative partnership.
We’re here to work in partnership with you and deliver an exceptional service for your clients. Often, the strongest relationships start with a simple question. As independent advisers, we’re knowledgeable, experienced and easy to work with – and your clients gain access to a wide range of expert services.
We start by understanding your financial situation, goals and aspirations. From there, we work with you to build a flexible long-term strategy — your lifetime financial plan — with the Lifetime Wealth Model forming the foundation of your retirement planning.
We also bring together key parts of your financial life, from creating a Tax optimisation strategy to reviewing your mortgage needs and exploring protection for you and your family. It’s all designed to give you clarity, confidence and a plan that supports you through every stage of life.
Your time is precious. And we understand how juggling your clients’ needs leaves little time for your own affairs. That’s why you’ll have access to our Private Office whenever you need it. With services designed to be the first port of call for the specific needs of high-net-worth individuals, including:
With our advisers available to you at any time and regular financial reviews scheduled around your work commitments, we pride ourselves on being responsive to your needs. Even as they change over time.
We aren’t affiliated to any particular group or bank. This means that we aren’t tied into promoting or selling the products offered by any one provider. Instead of only offering a ‘one size fits all’ approach, we prefer to work with you to assess your individual needs, appetite for risk and the length of time you wish to be invested.
With our Investment independence and innovation, we’re free to make the most appropriate recommendations for you. With in-depth market knowledge and unique insights we gain from our partners – leading research group ARC Research – we create a tailored portfolio with a blend of the best managers. Whether you’re looking for a high-risk, high-return strategy or something more cautious and consistent.
As truly independent advisers, we don’t have in-house products we have to sell. And we don’t limit our advisers to specific financial solutions. Instead, we give them the freedom, knowledge and resources to recommend what’s best for each client so they can ensure the best possible outcomes.
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