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Many of our clients are referred to us by Solicitors, Accountants and General Insurance Brokers. We always handle any referral in a highly professional manner and with the utmost respect for your client.

Family Law clients are often referred to Helen following a divorce settlement, and she will assist them with pension advice and general financial planning.

Corporate clients are generally referred to Simon to complement the work carried out by a General Insurance Broker or Accountant, addressing matters relating to business protection and executive/ employee benefit packages.

These are just two areas in which we have helped our professional connection clients. If you are looking for professional financial advice for your own clients, please get in touch and we will be pleased to discuss.