Support for Professional Advisers
To support client cases with advanced IHT planning and specialist trust advice, discover our dedicated B2B partner, Wills, Tax & Trusts Ltd.
Understanding families and business owners’ needs is at the heart of our advisory business. If you’re seeking a friendly, local, independent financial advisor who offers a deeply personalised service, we’re here to assist you.
In our offices, you won’t find fancy artwork, but you will find a team committed to guiding clients through the complexity of their financial affairs. We understand the unique challenges that individuals and business owners face, especially if you plan for retirement and aim to preserve and grow your wealth.
Working alongside someone who has built, run and sold an advice practice will help you make better decisions about your own – with support that is practical rather than theoretical.
We work with professional firms across the UK: advice businesses, wealth managers and accountants who need technical or operational support they do not have in-house.
If there is something on your desk that would benefit from a second pair of eyes, we would be glad to hear about it. The first conversation is free of charge and entirely without obligation.
Paraplanning & Compliance File Reviews
Our client-first approach means we take the time to thoroughly understand your financial landscape, risk tolerance, and aspirations, ensuring your needs are always prioritised. We provide independent advice and are not restricted to the choice of funds, enabling us to choose top-performing funds.
Exit & Succession Planning for Advice Firms
Non-regulatory consultancy for advice firm owners preparing a client bank for sale or internal succession, from an adviser who has been through it.
Practice Management & Mentoring for Advice Firms
Non-regulated consultancy for advice firm owners preparing a client bank for sale or internal succession, from an adviser who has been through it.