We are committed to the development of our professional connections to help you provide a complete solution for your clients. Clients often require a combined approach with other professionals to help organise their affairs.
As Chartered Financial Planners you can be confident that your clients are receiving the same high quality advice and service that they would receive from you. We have built up connections with a number of local accountancy practices and solicitors who trust us to look after their clients.
We have provided advice to clients of professional connections on the following:
• Personal Tax Planning including Pension Advice
• Relevant Life Plans
• Business and Shareholder Protection
• Business and Personal Investments
• Trustee & Charity Investments
• Inheritance Tax and Estate Planning
• Pension advice on Divorce
• Individual Investments for personal injury clients
We also arrange seminars and events for our professional connections to keep them up-to-date on important areas that will benefit their clients.
If you are interested in attending our next seminar or you would like to discuss how Cambrian can help with your clients please contact us on 01244 539595.