Financial Advice for our Professional Partners in Dorset, Somerset and nearby Devon
Independent Financial Advisers
As independent financial advisers working for our clients, we are committed to planning and putting into place a plan for our clients that takes account of all aspects of their financial life. This inevitably brings us into contact with other professionals, particularly solicitors and accountants.
Over many years we have built up a number of mutually beneficial relationships with trusted partners from the professional community for the benefit of our respective clients. We are always looking to foster similar relationships with a wider circle of contacts and would encourage you to contact us should you have the need for a high standard of truly independent financial advice.
We also recognise the need for the fee earners in the firm to be kept abreast of news that affects them and their clients. We communicate this in the form of seminars and briefings at team meetings, as well as via regular contact with our fellow professionals.
Over the years we have also held joint seminars for our mutual clients with our professional partners. Subjects covered have included will writing and execution, as well as trusts and how they can be effective in tax and succession planning.
At all times, our work is conducted on the basis of mutual respect and openness in our relationships with our professional partners; and it is our practice to offer you a clear and easily documented referral process.
Some of the areas of financial advice that we currently work in are:
Our team includes an Accredited Specialist with Resolution.
Personal Injury settlements
Investment options, trust and taxation implications. We have a good working knowledge of the impact of the settlement on your client’s benefits and how to retain those benefits.
Reviewing and ensuring that Trustees are discharging their duties correctly.
Advice for the elderly
Ensuring that they receive the appropriate advice when it comes to looking at funding options for Long Term Care Planning.