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,

Client based in Cheshire

Mark provided clear, concise and understandable information on the options that were available to us. He talked us through our risk profile and provided sound advice on the action for us to take going forwards.

Client based in West Yorkshire

Mark is excellent at explaining the complexities of investing to somebody with very little understanding of financial matters. He has devised a portfolio of investments that should give me a comfortable living. He’s a likeable, approachable person with so much patience.

Client based in Cheshire

When we were looking to set up a trust fund for our daughter, Mark talked us through every step of the way. He made sure we fully understood the nature of what we were looking to achieve and formulated a sensible approach to the trust investment.

Client based in Cheshire

Having released equity from my house sale, I needed specialist advice regarding how to invest the money to achieve the best return. Mark helped by producing a comprehensive financial portfolio. He thoroughly explained how the service worked and was very helpful and professional throughout the whole process.

Client based in Cheshire

Mark has helped a number of my clients with key person insurance. He’s also reviewed my pension pots and advised me on the best way to manage them moving forward. I value that he’s available when I call.

Client based in Cheshire

Mark has listened to what I want to achieve and created a portfolio of investment products to meet my needs. He has clearly explained the options that are available to me along with the benefits and risks of each of the investments he has recommended. Mark has been my financial adviser for over 10 years and during this time I have been very happy with the quality of the advice he has provided to me.

Client based in Cheshire

Mark helped by initially spending time to understand my goals and objectives not just from a financial point of view but also for my life in general. He produced a detailed report that reflected our discussions and included recommendations which encompassed an overriding strategy. Mark has advised me on other important financial matters such as my pension, retirement income and inheritance planning.

How can we help?

If you’d like to find out more about what we can do for you, just get in touch using our contact form.