Your Professional Network

Creating a ‘Circle of Trust’

Your professional network is built on trust, as such we believe you should surround yourself with your own circle of trust having the best Accountant, Insurance Broker, Financial Planner and Solicitor to deal all your Financial Affairs.

We know how hard it is to find good professional people you can trust. We have been working with a number of professionals with our clients so have compiled a list of professionals we trust with the same ethos and quality we strive for.

We don’t receive any referral fees for introductions we just like recommending good people for you to use.

If you want to be introduced or would like a joint meeting then email or call us.

Your Accountant

You Accountant is more than just someone to prepare financial reports or advise on tax. Often an accountant knows your business inside and out becoming a trusted adviser to you or your business.

We work with a range of accountants who cover all aspects from self assessments to complex business taxation matters.

Your Insurance Broker

Your insurance broker should always be striving to protect you from risks that you are facing today and could face in the future. As a minimum they should be members of the British Insurance Brokers Association (BIBA) and have a be able to demonstrate how they can protect your business for instance through our Risk Resilience Assessment.

Obviously we are the Insurance Broker of choice for all your insurance advice.

  • Financial Affairs

Your Financial Planner

Your financial planner should always be talkign to you about financial wellness, helping you meet your financial objectives and guiding you on your financial planning journey.

Obviously we are the Financial Planner of choice for all your financial advice.

  • Financial Affairs

Your Solicitor

A solicitor can be as simple as dealing with a will, divorce or buying a house all the way to complex shareholder agreements and company purchasers. It is ever more important to get the right company to work for you as such we recommend any of the below to cater for any of your legal requirements.

We’re here to help

We’re here to help and answer any questions you may have. Get in touch today to discuss how we can help make you risk resilient and provide financial wellbeing.

covid-19 pdf cover

The Guide to Risk Resilience During COVID-19

We’ve put together a handy guide to help give you some clarity during this uncertain time. Click the link below to access the guide as a free download and get in touch today to speak to one of our friendly advisors.

Would you like to call us or book a free meeting?