As a chartered financial planning firm advising many different types of clients we naturally come into contact with other professional service firms. We partner with professionals across a range of sectors, including legal, accountancy and employee benefits firms. Our partners’ clients range from private individuals and families, through to small, medium and large employers.
Our approach
Perhaps for both parties the main area to consider is whether or not we share the same core values, to ensure it is coherent with our standards of service and client care. We believe in building long-term relationships underpinned on honesty, integrity and service excellence.
We want to be absolutely certain that any partnership we enter into will be beneficial for our clients, and likewise the clients of our professional connections.
A complete service
Our financial planning service integrates accountancy and legal advice across a wide variety of circumstances, including:
- Wills & estate planning
- Divorce planning
- Later life planning
- Planning & protection for business owners
- Investment management for Trustees
If you’re a solicitor or accountant who shares our values and would like to discuss working with the team at EQ Investors, please get in touch.
