We are pleased to work with professional advisers, such as financial advisers from local and national firms, accountants, solicitors and tax advisers. This is always within a relationship of trust that has clear professional boundaries.
Our role is to support you. Working with us gives you more time to advise your clients. They get individual ethical investment management from a company with expertise and extensive resources that can also provide investment, loans and other services.
We will agree with you how you want this relationship to work. We can send reports, valuations and tax information to you or your clients. Being accessible has helped us build relationships with advisers throughout the UK. Many advisers say they like to talk face-to-face about clients’ investments.