Working with Professionals

We seek to build a trusted relationship with Solicitors, Accountants, Consultants and Trustees to build a collective circle of advice in order to help your clients devise a more secure financial future.

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Find a suitable service for your client

Choose from our wide range of Financial Planning and Investment Management solutions.

Working with Professionals

Wealth Management Service

Create a secure financial future for your clients, by working with a dedicated team of Financial Professionals to provide your clients with a bespoke financial plan and investment strategy.

Working with Professionals

Court of Protection Investment Service

Help your client create a life free from financial burden. A specialist bespoke investment service for your Court of Protection and Personal Injury Award clients.

Working with Professionals

Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on behalf of your clients. We’ll monitor and adjust their portfolios to make sure they don’t miss out on appropriate opportunities or are exposed to unnecessary risks.

How we support you

Matching you with the right advisers

We have a well-established tradition of working with professional advisers and understand that the ability to match the right adviser to a client is crucial. We will work with you to build the most appropriate team around your client.

Active in the Professional community

We are active participants of STEP (Society of Trust and Estate Practitioners) helping them host many of their events in the calendar. We also seek to bring the professional community together with networking evenings and thought-provoking talks.

Helping you stay informed

We produce market commentary, personal finance guidance and thought leadership with contributors from various peers and subject-matter experts, helping you stay informed on key financial, investment, economic and ESG matters.

Latest insights

Terms of business

How we work with you

Although not essential, if you are seeking to establish a Terms of business with us, you can choose to set up either a direct or indirect relationship with us to manage your clients’ investment. You will need to complete the appropriate application form on this page and return this to your local contact.

Request a call back

Get in touch with Glenn Baker to discuss our wide range of services and how we can work with you and your clients.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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