Many of our clients are professional people and will refer us to their clients or friends and family. We find this is because they trust us completely and know we will do our very best for their client, rather than pay them money. This enables us to be able to help professional connections to help their clients. We find Solicitors , Accountants and Insurance Brokers like to deal with us and indeed we are on the recommended 'refer to' panel at a number of well-known practices in the Midlands.
Trustees are now duty bound to take proper financial advice when dealing with a trust's assets. Things must be done properly and we will sit on the trustee investment meeting each year to ensure the assets are positioned in the best possible way so that the beneficiaries are looked after. This is not only a requirement for Trustees, but also enables them to oversee the trust and meet their obligations towards the beneficiaries whom they want to look after. We will often use providers that a professional used in the past and will not disturb assets for the sake of it.
We will always feed back to our connections, provide copies of recommendations etc. and work with them for the benefit of our clients. When various professionals can communicate with each other and understand their clients, then people can expect a really good outcome and service.
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