Delivering you more value.
As independent financial advisers, we work closely with Commercial and Corporate Solicitors like you, providing specialist support and a proven award-winning service for your clients.
You want to know that the company that you are referring to is fully regulated, completely independent and has a proven track record of delivering outstanding value.
You are in safe hands, we are…
Award winning Certified Financial Planners (CFP)
Chartered Wealth Managers (Chartered MCSI)
Independent Financial advisers (IFAs).
To be awarded the above status we have demonstrated that we are a professional, ethical business who put the interests of our clients and professional partners first.
We are dedicated to growing our client’s wealth and providing the best possible service and unrivalled support.
We help in the following ways…
HOW WE WORK
We help business owners manage their wealth and plan for their future. We provide the clarity that helps them decide at what point retirement is an option or what sale price they would need to maintain their lifestyle.
We offer regular workshops for our professional partners where we can help with different areas of mutual interest and provide detailed knowledge on specialist areas of Financial Planning and Wealth Managment.
Benefit from joint marketing initiatives that bring in leads for both businesses and widen your service offering so that you increase the perceived scope of your business in your customer’s eyes.
We keep you in touch at every stage of the process – from when we make contact with your client, to regular progress reports, and updates on completion of work.
We provide an ongoing service to all of our clients. This can lead to improved relationships with you as we can be in a great place to refer clients back to your services.
We continue to innovate and improve our service delivery with features like interactive financial planning and personalised video reporting.
The benefits of working together…
WE HELP YOUR CLIENTS WITH
- Financial planning in preparation for a business sale or exit
- Investment management for income
- Tax-efficient investments – Directors’ pensions, ISAs, VCTs, EISs
- Business protection
YOU HELP OUR CLIENTS WITH
- Buying, selling or exiting a business
- Negotiation, advice and legal agreements
- Commercial property transactions
- Company and shareholder agreements
We work with our clients via our new award winning service, Prosper.
Helping you secure your future and live your dreams
Welcome to our Prosper service.
Our goal is to help you achieve your full potential using our award winning financial planning and wealth management services.
We believe that everybody deserves to live a secure and fulfilled life and this belief is what our Prosper service was built around.
The service focusses on three main areas…
Our Prosper service is designed to help clients gain complete clarity over their present and future financial positions. We use our planning software to show how different scenarios will affect their long term security.
By developing a comprehensive Financial Plan, we enable clients to take control of their finances and focus on getting them to their goals as quickly as possible.
With a Financial Plan in place, your clients can sit back and relax, safe in the knowledge that their money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.
Click below to learn more about how our Prosper service works
Trust should be the cornerstone of your relationship with us. We understand that your clients are important to you and you only want to recommend the best services. .
Our partnership is important to us and we make a commitment to act with fairness towards you at all times.
We don’t believe that we know it all, and are always open to new approaches and ideas. This means that our services will change, adapt and improve over time.
We adhere to a strict moral code, and will never step outside of that. You can be sure that we will uphold what is right at all times.
Our business is a family business and we place this at the core of our values. We know the importance of cherishing and growing our partnerships.
We feel that you want to know what to expect from us at all times, and we set up our client relationships on this basis.
We see our relationship with you as working in a team. We will take responsibility for our side of the relationship, but we also need the same from you. Also, you should expect that our working style will mean that you come into contact with various members of our team, who are each there to cover your specific needs.
Talk to us today about partnering with us
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.
GET SOCIAL WITH US