Professional Advisers

Professional Advisers

As a professional adviser you are regulated by your professional body but not authorised to give investment advice.

Although some firms have set up financial services practices, most prefer to recommend trusted third parties who have the expertise to provide robust and reliable investment and financial planning advice. We have established many professional relationships over the years and continue to work with new advisers all the time. We know that we can achieve far more for our mutual clients by working together and cross referral is a common practise.

Working alongside other professional advisers, including solicitors, accountants and investment managers, we provide tailored financial solutions to fit clients personal, professional and business needs and circumstances.

About Us

Our Values

Current Vacancies


Professional Advisers

Financial Services For Personal Injury

If you would like to discuss your situation or requirements with one of our financial advisers please contact your nearest office:

Get in touch
01225 471100
020 7065 2740
Want a call back?