We are proud of the professional relationships we have built up over the years, for example with accountants and solicitors, and we understand the importance of liaising with other professionals in order to implement effective financial decisions.

We don't directly deal with areas such as mortgages but we are able to refer clients to our professional contacts for advice in these specific areas. As an example, our mortgage referrals are handled by an adviser who only deals with mortgages and therefore has an excellent level of knowledge and expertise in this area.

For advice on any of the above, contact us now.