Professional connections

If you are a legal professional, accountant or corporate adviser, there are many benefits to building a relationship with us for both your practice and your clients.

How we help

If you are a legal professional, accountant or professional adviser, there are many benefits to building a relationship with us for both your own practice and for your clients.

How we help:

  • A united approach to your clients’ challenge You will benefit from our technical and specialist expertise and your clients will gain from a cohesive and collaborative approach to achieving their goals.
  • Stand out from the crowd Differentiate yourselves from your competitors at a time of increased competition
    with a service targeted at the totality of your clients’ challenges.
  • Gain from our knowledge and expertise Increase your understanding of the financial aspects of your clients’ problems with focused training from our highly experienced team of Financial Planning Consultants.
  • Appeal to a greater audience Attract new clients as you extend the reach and appeal of your practice. And receive referrals from our clients who require legal or accounting advice in the course of their work with us.

We are always happy to build our network of professional partnerships. If you are interested in working in this “joined-up” way with a financial planning advice firm that already successfully practice this approach, please get in touch.

Hear from our clients

I have been a traditional cash saver for a number of years. With returns being so low I wanted to do something different and was introduced to Jon Bissett who was extremely helpful in explaining my options to me in a really clear and transparent way. He gave me the confidence and information to enable me to make an informed choice and has helped me set up a stocks and shares ISA. The process was very smooth and Jon was on hand throughout to guide me through the process. I received a very helpful, friendly and professional service.

Mr B.

A client since February 2021

My wife and myself were introduced to Jon Bissett, as we needed some advice on pensions. Jon has been a great help on a personal level, giving advice and setting up directors pensions for us. Having Ian Price, our Accountant, at one of the meetings made the whole process seamless. Jon has also advised us on life cover and I am now speaking to him about buy to lets. He is friendly and professional and I have recommended him to other members of my family.

Mr and Mrs T.

Clients since February 2021

“I was introduced to Vanessa as I wanted some advice on pension and investment planning. Vanessa took the time to understand my objectives and explained everything to me in a very clear and professional way. Vanessa is so easy to talk to that I have now introduced my partner to her who usually hates stuff like this! We look forward to developing a long-term relationship with her, especially as she has shown herself to be really conscientious and trustworthy.”

Ms L.

A client since May 2021

Get in touch

Send us a message and a member of our team will respond to your query.