URING OUR MANY YEARS INVOLVED


IN WEALTH PLANNING, WE HAVE DEVELOPED A GLOBAL NETWORK OF OTHER PROFESSIONAL WEALTH ADVISERS THAT WE KNOW AND TRUST.


As an independent company, we enjoy the freedom of working with other reputable intermediaries and service providers. If any of our clients have a particular preference for a bank, asset manager, property agent, lawyer, tax adviser or other professional, we are able to work with them. However, we also provide ‘best of breed’ recommendations should a client require alternatives. We find that it is usually more effective and transparent to work with a combination of third parties, rather than seek


to achieve an all-in solution through one organisation.


Of equal importance to good advice at the outset, is the need for wealth planning arrangements to be periodically, and thoroughly, reviewed to ensure that they continue to remain fully effective.


Our network of quality third party professional contacts helps us ensure that your structuring and planning will endure and remain effective in the years ahead.


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