Professional Advisor Assistance

Robert works alongside his client’s existing professional advisors for the reason that it provides the best service to clients.

By ‘professional advisor’ we mean:

Accountant
Financial Advisor
Solicitor
Insurance Broker
Bank Manager

Continuity of service, approach and advice between the professions is extremely important and particularly so for Inheritance Tax planning work. Of course, there is a limit to the services that can be provided by any advisor. Robert may undertake certain elements but a certain aspect or service may be required of an accountant, an IFA or other specialist lawyer. That means it is a vital element of the role for Robert in creating and maintaining solid relations and trusted connection with all professionals who advise and assist our clients over the longer term.

If you are new to us, it is important that Robert should contact your other professional advisors. He wishes to ensure that you have a trusted, lasting contact of strength and continuity for all advice relating to aspects of financial, estate and tax planning.

IF YOU ARE A PROFESSIONAL ADVISOR:

If you are a professional advisor looking to find out more about this practice for either an existing client or prospective client, please do not hesitate to contact Robert direct to arrange a meeting.

Please note: if you have an existing professional advisor, we will always intend to work with and alongside that person or firm. We will always try to help you preserve good professional relations with them.

If you would like to talk to Robert Cartmell about any of our services please get in touch

Testimonials

Robert Cartmell is always grateful for the comments and feedback from clients as well as professional contacts and advisors. This helps us maintain a high level performance and strive to constantly improve what we do for you.

Positive news

Dear Rob,

Thank you for your detailed reply, updating me on various matters. It is good to hear the positive news about the inheritance tax and probate application…

Kind Regards, and with appreciation,

Complicated issue summarised so clearly

Dear Rob

It is so helpful to have such a complicated issue summarised so clearly. Thank you very much…

Thank you for your dedication to this, Rob. It is much appreciated.

With best wishes

SS.

Efficient manner

Rob thanks for all your advice in sorting out our Wills and Memorandum of wishes in an efficient manner.
We will no doubt be in touch in the not too distant future.
Regards.
DF

Prepared to go the extra mile

Dear Rob

Thank you so much for your email today and your very very kind help. I’ll always be grateful to you for your advice and that you were prepared to go the extra mile – meant a lot, thank you.

My best wishes

Memorandum of Wishes – Perfect

Robert ,

Memorandum of Wishes – Perfect – exactly as I wanted to protect the family

Regards

Diligent work

May I take this opportunity to thank you for the diligent work that you are all doing for me. The emails between yourselves, updating me on the various matters are also much appreciated.

With Kind Regards,

Dealing Promptly

Dear Rob

Thank you for dealing with this so promptly. Very much appreciated.

With best wishes

Support

Dear Rob,

Thank you for your email and update, and as always for your support.

With Kind Regards,

Good, productive meeting

Dear Rob

Thank you very much for this. It was a good, productive meeting yesterday and I am glad we managed to cover everything in one shot. Thank you for hosting.

With best wishes

SS.

Quick

Hi Jane ,

Good grief that was quick , I hope Rob appreciates your efficiency !! Thanks very much ….

Take care and I’ll look forward to hearing from Rob on his return

All the best

Responding promptly

Hi Jane,

Thank you so much for responding so promptly. I hugely appreciate your involvement this far and advice. . Thank you again, and if further assistance is required I will be in touch.

Best regards

KKD

Prompt attention

Thank you so much to you both for your very prompt attention to this matter, it is much appreciated as well as being very efficient !

Wishing you all the best.

Kind regads

You are wonderful

Hi Rob

Many many thanks for this – you are wonderful – I wish I’d met you years ago!!

I really appreciate your help on this one as I have been getting stressed about it.

Best wishes

Many thanks

Dear Rob

Many thanks for all of this.

I am in agreement with all proposals.

With many thanks, as always for all your wise advice

That’s really helpful and clear

Rob,

That’s really helpful and clear, thank you ever so much and thank you also for pulling all the drafts together.

I really appreciate your advice on my parents’ situation.

Best wishes for now

JC.

Thanks Rob for your speedy response

Thanks Rob for your speedy response.

You are a star.

Best wishes

Brilliant Response

Hi, Rob

Brilliant response!

Thanks

Thank you very much for keeping me updated

Hi Rob,

Thank you very much for keeping me updated. I really appreciate it.

Excellent letter

Hi Rob

Thank you for your e mails. I confirm that it is indeed an excellent letter covering a variety of complex areas.

Kind wishes

Thank you for coming to see us today

Dear Rob

Thank you for coming to see us today and thank you so much for helping me with this situation, I appreciate it very much.

I look forward to seeing you soon and once again, many thanks for your help and support.

Thank you so very much for your time and support

Dear Rob

Thank you so much for your time and support in getting us to this point. We appreciate your efforts very much.… If there is anything further you need from us please let me know.

Thank you once again.

Thanks

Hi Rob,

I’m good thank you, hope you are too.

Thanks for getting in touch Rob, and thanks so much for helping them both get something right for their needs.

Thanks Rob

“Thanks Rob,

Was really good to meet with you – you really are a breath of fresh air”.

Glad you are back in action

“just to say I’m so glad you are back in action as the thought of finding another trustee … and other solicitors … wasn’t something I was looking forward to doing”.

Thank you

“Dear Rob,

Thank you for taking the time to meet me at our offices. It was a pleasure to meet you and learn more about your expertise. It is reassuring to learn to that you be looking after Alison’s affairs especially how best to address the sale of the business and premises”.

Thank you

“Good morning Robert

Thank you for managing this, I am relieved that we have a result”.

Thank you

“Hi, Rob

Thank you very much for this. What a lucky girl I am to have such a good team behind me at last”.

It was a real pleasure to meet you

“Hi Rob,

It was a real pleasure to meet you (not just saying that it really was), It is rare to meet someone who is as passionate about estate planning as you are and really look forward to working with you”.

Brilliant – thank you

“Brilliant – thank you”

So clear, very refreshing

Hi Rob,

“Thanks for your e mail – you are so clear, very refreshing”.

Very happy thank you

“Hi Rob,

Very happy thank you with everything you have done, feel allot happier now I have done it. Already recommending your services”.

Thank you

“Thank you for your support Rob – much appreciated”.

Many thanks

“Dear Robert,

Many thanks to you for your patient explanations of all the intricacies of wills. We are very grateful to you. My wife in particular will be happy to have the wills sorted out.”

Thank you Rob

“Thank you Rob that’s brilliant, and really appreciate the swift reply”.

Absolutely brilliant, Rob

Absolutely brilliant, Rob. Sock it to them!

Thorough response …

“Many thanks for your quick and thorough response.”

Thank you …

“Thank you for handling this & treating my mum with care.”

Much appreciated …

“Hi, Rob! Thanks for your comprehensive e-mail – much appreciated!”

PW & DW

I just wanted to say a big thank you …

“I just wanted to say a big thank you to you for dealing with this all and getting it done so quickly and professionally.”

Thank you so much ….

“Thank you so much for your help and explanations.”