We work hand in hand with financial planners to provide clients with a joined up and fully integrated service.
We provide solutions which dovetail with your own and we proactively work with you to achieve the best outcomes for your clients. Like you, we welcome seeing clients in their own homes and are available when they want us to be.
We always meet your clients without charge for an initial chat and then agree a fixed fee with them before conducting work, keeping you up to date throughout. We never charge by the hour, so there are never any surprise bills. Because we don’t run time clocks, your clients can call us without being concerned about increasing cost. We can help you and your clients by:
- Preparing bespoke wills
- Drafting powers of attorney
- Working with you to help reduce inheritance tax through non-product based solutions
- Providing strategic input to your client reporting
- Reviewing trust wrappers
- Completing tax compliance
To find out more about outsourcing and what we can do for you, call us on 01458 254310 or email firstname.lastname@example.org