As financial planners, we are often the first to know about events and challenges in our clients’ personal or business lives, and the lives of their families. This can sometimes trigger a need for support from others.
We work closely with professional advisers in all sectors including solicitors and accountants and can call on specialist advice as required through our extensive network of professional contacts.
Estate planning, tax management and business and succession planning are all areas where we seek to work collaboratively.
FPC has a strong track record of adding value to our partners’ relationships with their clients by helping them to make informed decisions. We act as a co-ordinator, bringing all the parties involved together to offer one fully integrated solution.
Benefits of our approach:
- We always look at the bigger picture so we can help you to quickly gain a deep insight into a client’s affairs.
- We enable our partners to provide a more holistic, rather than transactional approach.
- By maintaining regular contact and providing an ongoing review process, we are in a position to identify opportunities where our professional partners can provide help and support.
- We act as an extra set of eyes and ears, identifying problems early and working with our partners to provide solutions.
If you would like to know more about how we work and how we can support your clients, give us a call today.