Solicitors and accountancy practices both need to call on the services of IFA’s from time to time to provide their clients with a comprehensive service. Likewise, we often need to refer our clients on to solicitors and accountants when their particular specialism is required.
We’re very keen to encourage close links with like-minded professionals and to this end work with a select number of professional partners, complementing each other’s areas of expertise. Where you can devise complex tax solutions, we can recommend which particular option will make them most effective. Where you identify the type of product a client needs, such as a pension or a trust, we can then advise on the specific product to choose.
If you are interested in becoming a professional partner and discussing how a relationship with Bright Thinking might be mutually beneficial, please contact us on 0808 168 0611 or alternatively, you can e-mail us at email@example.com we look forward to hearing from you.