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