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Added Value Services

Financial Planning can have a significant benefit on everyone’s life, no matter what their position.

 

We aim to enable our professional partners to provide an additional service to their clients to expand their own service proposition and to improve their client relationship.

 

There are a number of ways we can work with professional firms and to provide advice depending upon their requirements. However, we always ensure they maintain control of their client relationship. Further information on the ways to work together can be found here..... more

 


 

Based upon our experience working with legal and accountancy firms, we have developed the following solutions to add value for our professional partners and their clients:

  

Financial Planning Seminars
Joint Topic Seminars
On-site Financial Planning Training for partners
Technical Updates on financial planning issues for firms or clients
Educational Material covering Financial Planning issues
Financial Planning content for newsletters or other marketing material