Professionals

We work closely with many accountants and solicitors. Many clients have diverse needs and on occasion may need specialist advise. We understand how important it is that any referral you make reflects well on your practice. We have detailed below areas were we assist our professional connections

Accountants

  • General Pension Planning
  • Small self administered schemes
  • Self invested personal pensions

Solicitors

  • Trustee Investment
  • Advising Powers of Attorneys and deputy’s.