Professional services for other professional advisers

If you’re a solicitor or accountant, clients probably ask you for wealth management advice on top of your other services.

However that takes up valuable in-house resource which we’re sure you’d rather devote to your primary services. Our Professional Services Division will help you provide extra services without increasing your workload or changing focus. You’ll also have the reassurance of knowing you’re working within restrictions imposed by Financial Services Authority legislation.

We can offer your clients:                

Comprehensive financial planning and lending services

  • Conveyancing services
  • Will writing, powers of attorney services
  • Employment contracts & health & safety at work
  • Custodian & banking services
  • Money brokers services