“The reason I am impressed with your Financial Planning Process is because it doesn’t focus on selling policies.  It focuses on helping people meet their lifestyle and financial challenges”

M Fenton, Chartered Accountant

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Professional Connections

allianceWe strategically partner with like-minded professional firms to deliver integrated advice. By working in partnership with Solicitors and Accountants we are able to offer the client a complete solution, helping them to meet their financial and lifestyle objectives.  

Our expertise spans all areas of financial planning, but particularly, pensions, investments and portfolio management.  
We are also happy to discuss our lifestyle financial planning program with sports agents as we feel it’s the perfect solution for clients who earn a large amount of money in a shorter earnings period.
Specific areas where we have supported our professional connections and achieved a mutual benefit for clients include

pension sharing upon divorce  •  investment advice for probate cases  •  trustee review service  •  investment of lump sums from employment tribunal awards  •  targeted retirement planning for the self employed  •  shareholder protection for directors of limited companies  •  business exit strategies  •  corporate benefit packages including group pension schemes.

We take our professional partnerships seriously and so are proud to be SIFA Professional members.

SIFA is recognised by the Financial Services Authority (FSA) as the trade body for solicitor financial advisers. It is an organisation committed to supporting and assisting interaction between financial advisers, solicitors and accountants.

Visit SIFA website for more details