Many of our clients have complex financial arrangements.  Some will already have professional advisers, whilst some will need to appoint specialist advisers to access the skills they need, such as legal or accounting advice.

Similarly, professional advisers will encounter situations where their clients will benefit from financial planning in connection with matters such as divorce, separation, employment, retirement, long-term care and ethical and sustainable investment advice

We have a strong understanding of the legal and taxation frameworks for appropriate and effective financial planning across these complex advice areas. We also offer financial advice on ethical and sustainable investments and responsible wealth management.

Our approach with professional advisers is collaborative, and we have strong relationships with legal, accounting and other professional services firms. These relationships allow us to offer a holistic approach to dealing with our clients’ financial planning, providing a hub through which multiple tiers of advice can be sourced.

We also recognise that professional advisers themselves will need financial planning support or advice on wealth management, retirement planning, pensions, and ethical and sustainable investing at some point in their careers. Many of our independent financial planners provide advice to other professionals, and are familiar with the financial requirements which are unique to them.

For more information on how we can advise and support you and your clients, please click on the links below.

Contact us

Whether it’s a question about your personal finances or how you can invest your wealth more ethically, we are here to help. Call us on 020 7812 1460, email or complete the form: