PROFESSIONAL CONTACTS
A Complementary Connection
The advice and financial planning we offer can complement the range of client services you provide.
By introducing your clients to us, you can help them take a significant step towards a comprehensive financial strategy.
INSPIRING CLIENT CONFIDENCE
The combined expertise of your business and ours can reassure your clients that their financial decisions are timely, well-informed and supported by trusted professionals with their interests at heart.
Reinforcing your value
Working together, we can:
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enhance your ‘brand’ by providing clients with access to a full financial planning service
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fulfil any duty of care by highlighting issues where further professional advice may be required
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remove risk by using a compliant client referral process
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ensure you remain as involved as necessary in the process, to enable continuity of support for clients
CO-ORDINATED COLLABORATION
To establish and maintain a successful working relationship - which doesn’t interfere with the running of your core business - we recommend the following steps:
2. Communicate the benefit and nature of our agreement with your team.
3. Initiate our agreed process for client referrals and advice.
4. Update you on progress with clients.
1. Agree how we can best work together for the benefit of your clients.
5. Meet at agreed times to review how we are working together.