Professional connections
Specialist support for your practice
We’re proud to have developed many strategic partnerships with accountancy, legal and insurance firms in Manchester and the wider Northwest area. Our expertise means you can be confident that your clients’ financial affairs are in safe hands at every stage of their journey.
As part of our introducer agreement, we’ll ensure your clients receive a holistic, professional and more cohesive service – whatever their requirements. As a result, you can expect increased client satisfaction, which not only reflects well on your business, but also reduces the chance that your clients seek help from your competitors. So if you want to explore how you can benefit from more loyal, satisfied clients and a trusted partner you can lean on, then let’s start a conversation.
Get in touch today, to find out how your business could benefit from partnering with us.
Here’s how you’ll benefit…
A more comprehensive service for your clients
A professional partnership with us will allow you to provide a better, more specialist service for clients who need support with their financial decision-making.
An additional revenue stream for your business
You’ll benefit from a highly experienced, professional and reliable service that not only benefits your clients but may also generate additional revenue for your practice.
Seamless coordination
With a close working partnership, we can ensure a joined-up approach to your service that makes life simpler for both you and your clients.
Compliance support
As specialists in our field, you can have peace of mind that your clients are being supported by a fully regulated and authorised firm, backed by a network employing more than thirty staff to ensure the highest standard of advice,
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