A professional partnership
We are very happy to work with professional advisers, such as financial advisers from local and national firms, accountants, solicitors and tax advisers. This is always within a relationship of trust that has clear professional boundaries.
Our role is to support you. Working with us gives you more time to advise your clients. They get individual investment management from a company with expertise and extensive resources that can also provide ethical investment, loans and other services.
We will agree with you how you want this relationship to work. We can send reports, valuations and tax information to you or your clients. We have worked hard to earn a reputation for very efficient administration and reporting.
Being accessible has helped us build relationships with advisers throughout the UK. Many advisers say they like to talk face-to-face about client’ investments. Our national network of offices means that wherever you are based, we have investment managers nearby.