We work daily with associated professional services on behalf of both our own clients and those of other professionals. Sometimes there is a crossover of needs and mutual introductions take place. We work closely with a select number of Solicitors and Legal Specialists but do not close our doors to further enquiries of support.  We guarantee a senior manager will look after your enquiry and our high levels of service will compliment your own business ethics.

Corporate & M&A

  • Succession & Exit Planning

Business & Corporate Protection

  • Shareholder Protection
  • Keyperson Protection
  • Relevant Life Policies

Commercial Property Purchase
via Pensions

  • Commercial Property Purchase via Pensions
  • SIPP

Matrimonial & Family Law

  • Pension Splitting & Sharing Orders
  • Post Divorce Financial Planning
  • Rebuild Investment & Pension Strategies
  • Replacement of Lost Life Cover / Family Protection

Estate Planning &
Trustee Investment Advice

  • Discounted Gift Trusts & Loan Trusts

Trustee Review Service

  • Risk management for professional trustees
  • Compliance with Charities & Trustee Investment (Scotland) Act 2005
  • Compliance with the Trustee Act 2000 in England and Wales
  • Risk Based Investment Management
  • Deposit Management Review & Service
  • Cash Management

Personal Injury

  • Post Settlement Advice
  • Specialist Services

Court of Protection &
Personal Injury Trusts

  • Risk Graded Investment Strategies
  • Periodic Payments – Management of Income

Periodical Payments

  • Risk Based Investment Management
  • Income Management