Liaising with other professionals

Liaising With Other
Professionals

We work with with your team of professionals to ensure there is clarity on your situation, needs, and appropriate strategy and action to take. Making sure important aspects of your situation are considered in our planning is crucial to having confidence the strategy is appropriate for you.

When considering appropriate strategies and actions for our clients to take, it’s important to take into account the impact and influence of other related areas. For this reason, we work with your chosen professional in areas that we do not practice in, including solicitors, accountants, mortgage brokers, and a host of other professionals. When you do not already have a preferred professional, we are happy to introduce you to one (and we do not accept payment for such introductions).

We liaise with your professionals to ensure there is clarity on your situation, needs, and appropriate strategy and action to take. Making sure important aspects of your situation are considered in our planning is crucial to having confidence the strategy is appropriate for you.