Our business partnerships have naturally grown from personal recommendations made by our existing clients and professional introducers.
We have built up many strong business relationships with partner firms across the North West which include solicitors, accountants and other advisory firms.
Professional introductions are an important part to our business as we understand how important it is to offer an integrated and comprehensive service to our mutual clients.
As an introducer we know you want to be confident that any client you refer to us will receive our professional, efficient and friendly service, which is why we update you throughout the advice process.
If you are interested in working with us and want to know more about we can work together please do not hesitate to contact us.
Our financial planning process integrates accountancy and legal advice across a wide variety of client circumstances, including the below key services;
Investment Management For Trustees
Wills, Estate & Inheritance Tax Planning
Protection Planning For Businesses
Investment Advice For Businesses
Director Pension & Tax Planning
"Not only is he switched on with regards to all the latest happenings in the financial world but is a genuine nice guy... A pleasure to deal with"
"Nothing is too much trouble to him. He has your interests at heart"
"Superb service, really friendly and professional. Couldn't fault him at all"
"Sean is very knowledgeable and I would highly recommend him for your financial planning matters"
"I have tremendous faith in Sean and his ability to complete the task in hand even through the difficulties we had with my original pension provider"