Solicitors & accountants
When we work together, we can achieve so much more. That’s why we take a collaborative approach and recognise the benefits of working with other professionals. We all want the same outcome: the very best for your client.
A partnership worth having
A staggering 90% of our clients are referred to us through accountants, solicitors and wealth managers. That’s because they can come to us confident that we won’t compete with their business, we’ll only strengthen and support it.
Combining our specialist knowledge is a powerful move, and one which we’ll always encourage.
How we help your clients
Understanding their needs
Just as you would, we take the time to understand what clients want and their aspirations so we can match them with appropriate investments.
Providing independent advice
Our diverse range of investment and insurance products allow us to make the right choices that match our clients’ needs and aspirations.
Conducting thorough reviews
Decisions aren’t made in a rush. We do a comprehensive review of each provider to ensure clients are protected as far as possible.
Transparency is vital
We’re always open about how we carry out our business and how we are remunerated. We also ensure clients understand any risks involved.
Never driven by products
Our mutual clients’ needs are our top priority, and we are constantly learning and pushing ourselves to deliver quality, independent advice.
Staying fully informed
We’ve got our process down to a tee. Each transaction is project managed so the clients and their professional advisers know what’s happening at every stage.
A team you can trust
Yes, our mutual clients are incredibly important, but we also want to make sure that we forge a powerful relationship with you.
It’s a big decision you’re making for someone else, but you can put your trust in us to take your clients’ investments forward in an ethical manner.
Why clients choose us
Years of positive customer feedback are a testament to the passion Lloyd has for putting his clients first. Take a look at his VouchedFor reviews for yourself.