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Partnerships and Joint Ventures We work closely with solicitors and accountants to offer an integrated service, where financial planning goes in hand with other professional services. We aim to work together with those professional practices whose approach matches our own and with whom we can build relationships of mutual benefit, in order to offer clients the best, most comprehensive service possible. Our expertise spans all areas of financial planning, but particularly pension, investment and portfolio management. Specific areas where we have supported our professional connections for the mutual benefit for their clients include:
We are happy to talk to any professional firm to develop a partnership arrangement or joint venture to achieve mutual benefit to our clients. If you are interested in discussing a potential opportunity in any of these areas please use the contact us page or pick up the phone and give us a call. |
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Email: info@assetmanagement.co.uk |
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Asset Management Idependent Financial Advisors Ltd is Authorised and Regulated by the Financial Services Authority. |
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