Associate Experts

Whilst the firm's core business rests with Financial Conduct Authority regulated business, our aim has always been to provide the most complete, high quality financial planning service. Consequently we have set up associated arrangements with highly qualified individuals that operate complementary services. For instance we can provide a specialist stock broking relationship on an advisory or discretionary basis. We can call on expert legal advice on the creation of wills, trusts and other estate planning or legal matters. The firm's associates can provide expert accountancy advice at both a personal and corporate level. We can also help establish old-fashioned private banking services with a top clearing bank to give a highly personalised and attentive service. Finally, the company benefits from fellowships with the Chartered Insurance Institute, the Life Insurance Association and the Society of Financial Advisors. This, coupled with Memberships of The Offshore Institute and the International Tax Planning Association allows the firm to have access to the widest range of highly detailed technical resources to support our services.

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