We are delighted to work with other professional advisers such as accountants and solicitors.
We believe there are many benefits to taking a “joined-up” approach including important benefits for clients as well as significant benefits for our own and colleagues’ professional practices. We’ve listed some below.
We are always happy to speak to fellow professional advisers and build our network. If you are interested in working collaboratively with us, please get in touch. Our due diligence pack, designed for solicitor’s compliance officers, is available upon request.
How we help
Clients gain joined-up solutions
You will know that clients rarely present with challenges that fall into neatly defined boxes. From divorce cases, to injury claim payouts, business sales and acquisitions to working with Court of Protection appointed deputies – there are often instances where clients could benefit from help with their cashflow planning, tax advice and lifestyle financial planning alongside the legal or accounting expertise you provide. We can help.
Clients experience holistic practice
For clients, there are many benefits to having a co-ordinated team working on their behalf. There is no need to explain their challenges multiple times to different professionals, or act as a “go-between” relaying information and co-ordinating responses. They can feel reassured that they have one unified team in their corner.
Sharing knowledge and expertise
Through working together in partnership, we can equip you with the knowledge you need to advise on topics relating to your clients’ finances that don’t form part of your core specialism, allowing you to assist in a more holistic way.
Enhance your proposition
At a time of increased competition, offering clients the prospect of working with a financial planner when their challenges have a financial nature, allows you to differentiate yourself from competitors. By extending the scope of your proposition, you can increase the reach and appeal of your practice.
Our fees
As our name suggests, we want to provide clarity for your client’s journey ahead, and that means being honest and clear about the fees we charge for the work we do. We understand solicitors are more comfortable using a fixed fee structure, so we have a simple fixed-fee formula that leaves no room for confusion.
We start with a no-obligation discovery meeting held at our expense to get to know the client. Only when we know we can help and the client is ready to implement our suggested plan do we charge a fee.
A financial plan starts from £1,500 and is capped at £5,000 for complex circumstances. The fee is always confirmed in writing before any work commences.
Our ongoing service
Our flexibility gives you a choice over how clients work with us for their ongoing financial planning needs. Our fee for ongoing service starts from £1,500 and is capped at £7,500. We don’t tie anyone down; clients can opt out of our service at any time.
Money-back guarantee
We want you to be happy with our service. In the unlikely event that you become dissatisfied with our service or advice and decide to cancel the ongoing review service, we will refund the ongoing fees received during that year.
What our clients say
"The thing I like most about working with John is his honesty and having a good grip in regard to financial markets."
Ann (North Wales)
What to expect
We don’t believe in making things hard to understand so we’ve made our process – and our fee schedule – clear and simple.
Contact us
Ask us a question or arrange a call. We don’t charge for initial meetings and are happy to help you with your enquiries.
