Save & Invest works with professionals such as solicitors and accountants to help them provide a full service to their clients. There are many occasions when a trusted adviser may need input from an investment or financial planning expert.
For example, we have helped people who have sold their business to develop an investment strategy that was integrated with the legal and tax advice that they were receiving from other professionals. This approach allows the key adviser to retain their relationship with the client whilst offering a comprehensive solution.
We work with family lawyers to build investment solutions perhaps involving trusts as wealth passes to the next generation. The changes in pensions regulation in April 2015 makes this advice more valuable than ever.
So, if one of your clients has an investment or pensions related issue, then get in touch with us.
Let us check your portfolio free of charge. Email us to find out how to provide us details of your current portfolio securely or call us on the number below.
Our switchboard 0141 332 8088 is being diverted and answered remotely in normal office hours, while the majority of our team continues to work from home.
Please email us on firstname.lastname@example.org with general information on yourself and your portfolio.