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Working with Accountants

We have been successfully working with the accountancy profession for nearly 20 years.

Research conducted for JP Morgan Asset Management with over 100 chartered accountants that are members of the ICAEW produced the findings below:

Question: Of all the areas that Independent Financial Advisers (IFA) can advise on, how important are the following to your clients?

Graph of results

We have advised a considerable number of clients over the years ranging from basic tax and accounts cases to high net worth with very complex arrangements.

When selecting an appropriate IFA firm to work with for the benefit of your valued clients, we have the experience and knowledge to advise clients across the spectrum.