We can assist when a client expresses an interest in financial planning.
We often work with our partners to produce marketing material to communicate the importance of certain financial planning issues or to promote forthcoming events. This could be a financial planning seminar or workshops for clients, or an information leaflet on a specific topic.
We are able to arrange for a financial planner to be available within your offices at specific times to attend client meetings or consult with partners. This can be a regular occurrence or for specific meetings where required.
Where appropriate we can work together on a more formal basis and would be happy to discuss the benefits of this relationship in more detail.
Whatever arrangement is appropriate, you will find us a willing and experienced partner who brings another dimension to your business and adds value to your existing services.
To ascertain how we may assist you, we would welcome the opportunity of discussing the way in which you currently provide financial planning advice to your clients.