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:
- Independent Financial Advisor (IFAs)
- 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.