Professionals


We work with other professionals including Solicitors, Accountants, Estate Agents & other Advisers to help you achieve your goals and maintain lifestyle.

We work with many other professionals including Solicitors, Accountants and Estate Agents to help you achieve your goals and maintain your desired lifestyle.  We can work with your existing professionals, or introduce ones that we trust to do the right thing on your behalf.  It is entirely up to you, with the focus on delivering the best outcome for you.  

If we feel that you would benefit from speaking with another professional then we will mention this to you at the appropriate time. Alternatively should you wish to check whether you would benefit from speaking with a professional in addition to ourselves, then do not hesitate to contact us and we can discuss this in greater detail.  


SOLICITORS

We can introduce you to specialists who offer a range of legal services able to assist you with your requirements, whether it is for corporate or personal law.  


ACCOUNTANTS

We work with many Accountants on behalf of existing clients for both personal taxes and for company work to ensure that you are receiving the best result.  We are also able to introduce you to trusted advisers if ad-hoc or ongoing work is required.  


ESTATE AGENTS

We have established relationships with a number of local estate agents, who assist clients with lettings, sales and purchases of properties, whether managing a portfolio or downsizing or upsizing your main residence.  


WILL WRITING COMPANIES

We work with several reputable firms to provide legal services at competitive prices, ensuring that you receive increased value for money.  This includes Wills, Power of Attorneys, Trust Planning and other functions when required.  


Get in touch

INVEST NOW

Sanjay took the time to really get to know me & what I was after, helping me understand things I wasn't even aware of. Then rearranged my affairs from a previous adviser better (bonus: saved money with lower risk). WIsh we met years ago!


Geo Wiltshire

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