Professional Introductions

Implementing the FCA's consumer duty principles holds the trusted adviser industry accountable for delivering good consumer outcomes. This includes estate planning as part of wealth preservation, which should be conducted at annual reviews or when relevant to clients' needs.

We understand the importance of comprehensive estate planning. We work closely with financial advisors to ensure our recommended plans align with your needs and preferences.

Holistic property solutions, where mortgage advisors, estate agents, and estate planners work together to find the best solutions for clients.

An accountant's knowledge of a client's personal and business affairs, as well as inheritance and capital gains tax, makes them well-placed to help clients decide what to put into a Will or Trust.

Insurance serves to restore your financial standing to what it was before an unfortunate event occurred. It offers peace of mind and protection against financial loss. Additionally, it plays a vital role in estate planning; after all, you cannot leave behind something that you have already lost.

In today’s fast-paced business environment, HR consultants play a crucial role in ensuring employees' well-being and legal compliance. One often overlooked aspect of this is the referral to professional Will writers. Here’s a look at why HR consultants might make these referrals and how they benefit employees and employers.

Advocacy involves providing support and guidance to individuals to help them express their views, make informed choices, and access services that meet their needs. Advocates work alongside you to ensure your voice is heard and your rights are upheld, empowering you to confidently navigate life's challenges.