We work closely with other professionals such as accountants and solicitors to ensure a consistent approach to providing your financial security.

If we think you would benefit from specialist help outside our areas of expertise, we will introduce you to other professionals we know and trust.

It may be that you have an existing adviser, such as an accountant or solicitor, with whom you’d like us to work. That’s fine too, we’ll work with them to ensure we all deliver financial security and peace of mind to you.

Some of our work means we act for deputies and attorneys who have been appointed to manage the affairs of vulnerable individuals or those who do not have the capacity to manage their own affairs. We believe that trust between professionals when working on behalf of a client, is as important as the trust between client and adviser.