We take our links with professional services partners very seriously
We understand that you risk your reputation when you recommend us. Our clients also benefit from our relationships with other excellent professionals because our clients also need your help.
If you would like to discuss ways in which we can work together, please contact us on 0161 928 2706 or email firstname.lastname@example.org.
Working with our family law partners, we regularly implement pension sharing orders, as well as assisting our legal partners in negotiating on what percentage to share. We offer exceptional tailored maintenance payment protection to protect your negotiated settlement from the impact of redundancy, illness and death. The different types of life assurance shown in the services to clients section can all be used to protect other financial settlements.
On the private client side, we provide investment advice for trustees, including advice for minor beneficiaries. We also review trusts and court of protection accounts to help our partners comply with the Trustee Acts.
With experience of working within an accountancy practice, we are familiar with the specific needs of our accounting partners with year-end tax planning, with property acquisition through pension (SIPP).
We assist personal tax clients with tax-efficient, and tax relievable savings, as well as providing an all-round financial planning service so that you can be reassured that your clients are in good hands.