Client area

Creating professional partnerships

There are many moments in life, when things need to come together from a financial and legal perspective for an individual or a business.

It could be guidance through things like divorce, estate planning or probate.

As a business partner

We can help each other’s business grow by building strong partnerships with like-minded professional service firms to strengthen our value for clients and create shared new client referral.

Solicitors and accountants often have clients who have financial advice needs at very specific points in their lives. We can join forces to create joint ventures that create value for these clients.

Meet Lewis Jones discussing partnerships

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For your clients

We can offer an integrated service by offering a two way referral with preferred partners where we have a trusted relationship with solicitors, accountants and other professional service firms.

We can help your clients through circumstances where they may need a more rounded solution that covers the legal, financial and other important matters.

Shared clients create shared business success.

For professional service business partners we can work with you and your clients to:

  • Run financial planning seminars and other joint client events
  • Share insights and valuable content for publications and client newsletters
  • Organise other joint marketing initiatives

For entrepreneurs

We can help with many facets of business financial planning, investment strategies and setting up and running pensions schemes, employee benefit schemes and business protection.

For divorcees

We can work collaboratively with solicitors and make sure an individual’s future is as financially secure as it can be.

Helping to work through the complexity of the financial implications of legal separation and divorce.

david melloyGet in touch

We’ve built many successful business partnerships not only with solicitors and accountants but also with other professionals working in their community.

For a confidential discussion on professional partnerships and other business opportunities please contact:

David Melloy, Business Development Manager.
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