Partners of other professional service firms

If you’re a professional working in the accountancy sector, it can be hard to find the time to focus on your personal finances and future plans. We can help provide clarity and confidence for what’s to come.

Specialist advice for partners

We have a wealth of experience advising partners of larger professional service firms on their finances. We know that your world can be incredibly busy, making it difficult to dedicate the necessary time to personal financial planning. We aim to help reduce the burden and enable you to look to the future.

We’re well-versed in working within the compliance restrictions of larger accountancy firms, and regularly liaise with internal departments to ensure our portfolios align with their rules. We also have several long-standing relationships with discretionary fund managers who are adept at working in these parameters, so there’s never any risk of non-compliance.

Whatever you’re looking to achieve, our proactive and personalised service is designed to set you out on a clear path forward, and help you reach your goals in a way that works for you.

Experience

Our team has years of direct experience working with partners of large accountancy firms, meaning we have a deep understanding of internal processes and ways of working.

Compliance

We have extensive experience running portfolios in line with internal firm restrictions, removing the burden of compliance issues and worries that many partners have.

Service

As an independent, boutique financial planning firm, we can act in a much more nimble and proactive way compared to other larger firms that work on a restricted basis.

What our clients say

Alice Chapman & Rob Booth
Alice Chapman & Rob Booth
In retirement
Alan & Judith Davis
Alan & Judith Davis
Nearing retirement
Partner, EY
Partner, EY
EY Partners
Former Management Consultancy Partner
Former Management Consultancy Partner
In retirement
Senior Clerk at Wilberforce Chambers
Senior Clerk at Wilberforce Chambers
Wealth builders
Partner, Eversheds
Partner, Eversheds
Partners of other professional service firms

99

%

of clients believe working with us has helped them achieve their financial goals

93

%

of clients felt reassured about their investments throughout the Covid-19 pandemic

97

%

of clients we’ve worked with would recommend us to friends, family or work associates

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