Professional Connections

Our strength is in the depth and breadth of our experience in financial advice; the range of our advanced professional qualifications and our belief in client service. To complement our financial planning expertise we have close professional relationships with legal and accountancy practices.

We have close connections with STEP (Society of Trust and Estate Practitioners) members in Surrey and the City for appropriate advice on all legal aspects of our clients’ Will planning.

For all aspects of personal or corporate tax planning, we work very closely with a highly qualified and reputable accountancy practice in Surrey.

We are proud to have a business partner relationship with Guildford College in Surrey as part of the UK Career Academy Foundation, a registered charity set up by leading figures from the worlds of business and education to raise the aspirations of 16-19 year olds considering a career in business. We offer one to one support and six week summer internship employment for nominated students.