Delivering you more value.
Commercial and corporate solicitors
Do you want to develop closer links with other professional firms, which offer services to similar clients?
We work with personal injury solicitors who are interested in the following goals:
Getting more profitable clients who are interested in regular & complex work.
Working together could help you to improve your profit margins.
By working together you could deliver more value to clients.
There are always threats from competition and legislation, particularly the Legal Services Act.
You could generate more revenue via introduction fees or reduce costs for your clients.
Who we work with
We work with business owners and professionals looking to secure their financial independence. We find that clients typically come to us when they are considering significant changes in their business or personal life, and need to develop a strategy for this. We work with business owners looking to sell or otherwise exit from a family business, and help them to establish how much money they might need to generate to live a secure future. Our Financial Planning service gives them the ability to determine how changes might impact on their financial future.
Case studies relevant to Commercial and corporate solicitors
Want to learn more?
Contact us to discuss how we can work together, or take a look at our Financial Adviser Evaluation checklist. This will help you to evaluate whether your potential or existing Financial Adviser relationships match up to your expectations.
HOW WE WORK
Offering your clients a different approach to Financial Planning and Wealth Management.
Introducing our Prosper service.
Our Prosper service has been designed to help you gain complete clarity over your present and future financial positions. Our goal is to help our clients achieve their full potential using our award winning financial planning and wealth management services.
We believe that everyone deserves to live a secure and fulfilled life and this belief is what our Prosper service was built around.
Our Prosper service is designed to help you gain complete clarity over your present and future financial positions. We use our planning software to show you realistic scenarios that illustrate the possible effects that future financial decisions and events might have.
This gives you peace of mind and the confidence to start working towards your future goals.
Once you fully understand where you are now and where you want to be, you will be able to focus on what truly matters to you. We are then able to put together a strategic plan to enable you to make the future you are dreaming about a reality.
By developing a comprehensive Financial Plan, we will enable you to take control of your finances and focus on getting you to your goals as quickly as possible.
With your Financial Plan in place, you can sit back and relax, safe in the knowledge that your money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.
In managing your investments, we use proven strategies to deliver predictable results with minimum risk.
See what sets us apart from other advisers...
Unit 5, Park Lane Business Centre, Park Lane, Langham, Colchester, Essex CO4 5WR
A DIFFERENT APPROACH
We focus on so much more than just your finances. We aim to help you reach your full potential, achieve your goals and help you live the life of your dreams.
Click below and discover our Prosper service.
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