Working with our clients’ other professional advisers day-to-day is second nature to us.
Whether you have an established financial services arm or not, we can help you to provide your clients with the right financial advice and ongoing help. We already work hand-in-hand with third party advisers and their clients; providing an efficient service that respects the ongoing accountant-client relationship and keeps everyone firmly in the information loop.
For families with sufficient wealth we can work with you to establish and run a family investment company or we can act as the Authorised Corporate Director of a bespoke family open-ended investment company (OEIC). We can even provide you with a white-label investment management option.Contact Us