Working with other professionals

Legal, tax, accounting and investment issues all form part of clients' overall financial plans. Few professional practices cover this full range of services yet most recognise that taking a joined up approach is beneficial for clients.

We operate in an increasingly litigious world. We can't know everything. By working with carefully chosen partners we can improve results for clients and at the same time reduce risk to our businesses. This in turn improves client retention and acquisition.

Referring clients to a third party brings with it significant risk. Reputational risk. You need to be confident they will strengthen, not risk your client relationships. We always feel privileged to receive a referral. We take the responsibility this brings with it extremely seriously.

You might even be considering offering financial services in house or forming a joint venture with an outside party. Such decisions should not be taken lightly.