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12/20
- Professional Adviser
Collaborative working with Professionals Case Study
By Charles Smith
We work with a number of professional advisers such as Independent Financial Advisers, Accountants and Solicitors. Using us allows you to focus your specialism on your clients and let us worry about the suitability of investments.
For example, we work closely with IFAs who advise on pensions, trusts and cash flow planning. Once the financial plan is in place, we can construct a bespoke portfolio for your client and tailored to the financial needs you have identified. You will have a dedicated wealth manager as your port of call and will have access to online statements and tax reports whenever you require.
