We understand and identify with the needs and expectations of clients at legal, accountancy and other practices. Advanced levels of qualifications and experience enable us to contribute significant value (to the advice “team”) whilst keeping firmly to our remit.
Our Practice has been borne out of an ability to forge strong, long-term relationships which include those that are multi-generational. We recognise that it is the combination of qualifications and experience, coupled with a core ethos of client service that ensures a client is appropriately advised and a lasting relationship is built and maintained.
The Financial Services & Markets Act encourages Accountants and Solicitors to work more closely with appropriately qualified financial planners. Client relationships benefit from a ‘multi-disciplinary’ approach in which we all contribute to the overall planning objectives. Providing a quasi ‘Family Office’ concept of total service is what many clients are seeking and is a model we have considerable experience of.
In building relationships with other professionals we are fully aware of the need to respect the specialist responsibilities and knowledge of each discipline. We do not attempt to advise on matters which are not part of our core competencies, however, we do believe that by working together we can contribute to a higher overall level of client care and advice.