We are happy to take introductions from professional contacts such as solicitors, accountants, IFAs and mortgage advisers.
Many clients, particularly the self-employed can have close relationships with their accountant. We are happy to enhance that connection by using our expertise in areas such as tax and pension planning.
Likewise many solicitors may find themselves looking to refer beneficiaries and trustees to a suitably qualified IFA.
We are pension transfer specialists and understand that some IFAs wish to out-source this area of advice. We are happy to talk to fellow financial advisers regarding our transfer referral service.
To find out how we can assist use our contact form here.