Partners
Financial expertise
you can trust
Over the years, we have developed relationships with a range of public and private sector organisations, including trade unions, solicitor firms and accountancy practices. Most of these are long-standing relationships which have been built on trust and recognise the value that partnering with us offers them and their clients.
We are fully invested in providing a service that enhances the value of your service and helps foster long-lasting client relationships. If your goal is to deliver exceptional value to your clients, our dedicated partnership program is here to support you every step of the way.
How
we help
Here are some of the key benefits of collaborating with us through our partnership program.
A trusted partner
We understand the importance of trust and reliability when it comes to your clients. Our expert advisers will provide you and your clients with insight-led advice you can rely on, ensuring your clients’ financial well-being is in safe hands.
Tailored insight
We understand that a one-size-fits-all approach simply does not work. We will invest the time to get to know you and your organisation thoroughly, ensuring our services are tailored to deliver real value to your clients.
Added value
By partnering with us, you can expand the value of your service and foster stronger relationships with your clients. Our insights complement your services, empowering your clients to achieve their financial goals.
Committed to you
Our partnership is built for the long-term. With us, you will have a reliable partner dedicated to supporting you through any challenges and successes.
Our financial education events
We have been delivering our financial education events for nearly twenty years, so we have considerable experience in sharing our insight with different audiences. We work with you to create tailored content that allows your clients to make positive choices when it comes to their financial planning.
Life stage events – We design and deliver content tailored to specific groups of people at different stages of life, from mid-career through to pre and at retirement planning, we cover the topics relevant to them such as planning for retirement and estate planning to developing an investment strategy and maximising tax planning opportunities.
Event driven scenarios – Specific events can dramatically impact peopleā€™s financial wellbeing. Helping them understand how to deal with situations such as redundancy or pension scheme changes, can empower them to make informed decisions and take back control of their financial future.
All of our events can be delivered in-person or virtually, to your preference and ensure maximum engagement.
Workshops
Our workshops are particularly relevant for event driven scenarios such as redundancy or pension scheme changes, when individual or smaller group engagement is required. Our experienced advisers work closely with you to ensure the content we deliver is engaging and offers participants hands on learning.
Our experienced advisers will also be on hand to respond to individual queries and ensure participants get the individual guidance they need.
CPD Events
We understand the crucial role that continuing professional development (CPD) plays in keeping you and your staff up to date with legislative changes and the opportunities that arise. We provide CPD events that offer you and your staff the opportunity to gain access to the latest information, practical knowledge and insight that will keep you at the forefront of your field.
Keep an eye on our upcoming events or contact us today to secure your spot in our next CPD event.
Client Referrals
We recognise the trust required to refer clients to another professional, but you can rest assured your clients are in safe hands. We also know the benefit of having a trusted partner to refer your clients to, adding value to your services.
Our client relationship team is on hand to ensure any clients referred to us dealt are with in a timely and professional manner. As independent financial planners, we treat every client as an individual and prioritise their best interests. Our goal is to empower them to make informed decisions that positively affect their financial future.
If you are interested in exploring our partnership program further or discussing any of the areas above, please feel free to contact our client relationship team. You can also register for our monthly newsletter by filling the form in below.
