Financial, legal and tax advice have generally been discrete practices in the UK, however we are always keen to work with like-minded organisations from the legal and accountancy professions. By building a positive and proactive relationship, we have been able to utilise our collective strengths for mutual benefit as well as reinforcing long term, high quality relationships with our clients.
There is a high level of convergence in solicitor, ifa and accountant activities particularly in areas such as:
- Trust and estate-planning
- Elder care planning
- Personal injury settlements
- Pension & divorce settlements
Mutual clients of professional connections will benefit from our comprehensive financial planning services. As a result of completing a detailed financial plan they may well require a more proactive apporach to overseeing their business planning, exit strategies and legal affairs if they are to achive their financial goals. In fact their financial goals may be entirely dependent on their business delivering a value at a point in the future. As the financial plan will need to be reviewed regularly this will often result in additonal accountancy or legal work. The repeat nature of financial planning work enhances and re-inforces the brand of all those involved.
Through working together, utilising our high levels of technical knowledge and experience we have the ability to provide a truely integrated service and source of advice.
We have an active communications strategy for our clients including educational seminars, client mailings and e-newsletters. If you would like to discuss joint activity in any of these areas or to discuss referral opportunities please don’t hesitate to telephone us on 0845 345 3536 or send an email to info@proposito.co.uk
