Working in Partnership

During our many years involved in wealth planning, we have developed a global network of other professional wealth advisers that we know and trust.

As an independent company, we enjoy the freedom of working with other reputable intermediaries and service providers. If any of our clients have a particular preference for a bank, asset manager, property agent, lawyer, tax adviser or other professional, we are free to work with them.

However, we also provide ‘best of breed’ recommendations should a client require alternatives. We find that it is usually more effective and transparent to work with a combination of third parties, rather than seek to achieve an all-in solution through one organisation.

Our network of quality third party professional contacts helps ensure that your structuring and planning will endure and remain effective in the years ahead.