This can be an organic process through individual referrals when a client expresses an interest in financial planning.
Alternatively, 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 also able to arrange for an adviser 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 may be willing to consider working together on a more formal basis and would be happy to discuss the benefits of this relationship in more detail.