How we work with professional partners

Clients are increasingly searching for a holistic approach to professional advice, which encompasses elements of financial, legal and accountancy services.

It is now considered a competitive advantage to have trusted referral partners, who can ensure your client’s needs are met in line with your own advice.

How we can help

We work with our trusted professional partners to create a joined-up service for mutual clients, ensuring that they have access to the expert advice they require. 

Through effective collaboration, your clients will benefit from our range of specialist services. As chartered independent financial planners, we have access to the whole market and can select the best solutions for each client.

The clients we provide professional advice to include:

Whilst clients are referred to us, we also recommend other professional partners to our clients. These firms are part of our trusted panel of professional partners and are only recommended when in the best interest of the client. Any new referral relationships are subject to a thorough due diligence process and conducted on a non-contractual basis.

Our process

Our expert team will work with you and the client to identify and fully understand their objectives. They will then be engaged directly as a client, before any recommendations are provided. 

We will continue to review the client’s position throughout their ongoing relationship with us, providing them with the peace of mind that they are on track to meet their objectives. Where suitable, you will be kept informed of developments to ensure the joined-up service is maintained.

The client will be provided with a full breakdown of charges to agree prior to the commencement of any work.

1. Identify

We will work with the client to identify their requirements and set objectives.

2. Implement

Once engaged as a client, we will communicate our recommendations.

3. Review

Our team will continue to review the client’s position and communicate any recommended changes. You will be kept informed, where necessary.


Take a look at the frequently asked questions below to find out more.

An expert financial planner will work with you to provide a joined-up approach to meeting your client’s professional requirements. By agreeing a clear, expertly constructed, financial plan that is personal to the client and based on their needs, circumstances, and requirements, all their professional advisers can give advice in support of this, working together for the benefit of the client.                

As professional firms we are expert and licensed in different fields but, by collaborating, our clients receive advice that is complementary and based around their needs and objectives.

What our clients say

How do we do it?

Our processes ensure we maintain the highest standards and continue to deliver suitable outcomes for our clients.

Contact us

To find out how we can help you, please get in touch today by completing our short contact form.

We have offices in Norwich, Diss, Peterborough, Chichester and London. Other members of our expert team are also available remotely across the UK.