Professional partners
Our Professional partners
That's why we maintain close working relationships with a trusted group of professional partners. Where it makes sense, we work alongside them so our mutual clients get joined-up advice across every aspect of their affairs.
Protect My Health
Emma Saxty is an independent protection specialist helping individuals and businesses find the right health and protection cover for their circumstances.
We work alongside Emma where clients need specialist protection advice that goes beyond the core cover we arrange directly. Her focus is on getting the right policy in place at the right cost, without the guesswork.
Brown & Co Chartered Accountants
Brown & Co are a chartered accountancy firm working with individuals and businesses across the region. We refer clients to Chris and his team where tax, accounting, or business structuring advice sits alongside the financial planning work we’re doing.
Having an accountant and financial advisor working from the same page makes a real difference to the quality of advice clients receive.