If you are a financial adviser e.g. solicitor, accountant, estate agent or property developer, you may have some clients who require financial advice outside your field of expertise.

We would be delighted to work in partnership with qualifying advisers to assist in providing a comprehensive advisory service, enabling you to retain clients who occasionally require specialised advice in tax planning or compliance, estate planning, analysis of financial products, advice on existing financial arrangements, investment expertise or pension options.

In time, we will also provide an advisory portal where relevant authorised advisers can source additional financial advice and expertise.