The complete wealth management service from a totally professional company
Telephone:0141 887 6555
Associated Companies
Introducers
As providers of a co-ordinated financial planning service, we work closely with our client’s other professional advisers.
We have formed strategic alliances with firms of Solicitors and Accountants, to offer our services to their clients. Many such firms realise the need to offer their clients access to financial planning services from a trusted professional practice such as our own. We are keen to develop such professional relationships and can assist professional introducers in a number of ways
Services to Solicitors and Accountants
- Your clients will have access to an award winning Independent financial planning service
- This will save you time by outsourcing financial planning to ourselves
- You can receive introduction payments from business secured from referred clients
- We can identify further business opportunities for the client to use your services
- We remove the risk of your client being referred to a competitor
If you would like to discuss our Professional Introducer service, please contact us today.
