If you are a lawyer or accountant we can help you to provide the best possible service to any your clients who need financial or investment advice.
As well as the various statutory and self-regulatory provisions that require professionals to refer their clients to qualified, independent experts for investment advice, we know that you – like us – have another, stronger driver: the desire to make sure that your relationship with your clients delivers the best outcome for them.
As a firm of highly qualified Chartered Financial Planners you can be confident that Clarion Wealth Planning has the same commitment to client care, ethics and excellence that you do. We want to keep advising any clients that you refer to us for decades to come – and they will only stay with us if they are delighted with the service we provide.
Furthermore, because our service is based on gaining a comprehensive ongoing understanding of the client’s circumstances and financial affairs, we will almost invariably need to refer them back to you for further work both in the long and short term.
As their accountant we understand that you are your clients' most trusted advisor when it comes to money matters. However, when they require help that involves specific financial products or the management of their investments, accountants are in most cases bound by regulation to refer clients to a qualified independent financial advisor. Your business also benefits from making such referrals, as we do what we are best at while you are able to concentrate on the areas where you can add the greatest value for your clients.
And our advice to your clients will involve a thorough appraisal of their financial affairs. In many cases this will highlight areas where you may be able to carry out further work for them, for example with regard to their tax arrangements.
We can help solicitors fulfil their regulatory and professional duty of care to clients by providing specialist, independent financial and investment advice of the highest quality. We have extensive experience working with legal professionals in a range of disciplines, including family (financial planning surrounding divorce, implementing pension sharing orders etc), private client and wills and trusts.
Our work with your clients will in most cases result in or uncover further legal work that can be done – for instance amendments to wills.
Trustees and Court of Protection
Clarion Wealth Planning can help in cases where you have been appointed to take care of your clients’ financial futures, or by families to act as a trustee for their assets.
Our advisors are experienced in working both with trusts and Court of Protection deputies and understand the regulations that govern the investment of assets held on behalf of those who are unable to make investment decisions on their own behalf.
We also know that every case is different and are able to bring all our financial planning expertise to bear to construct a portfolio of investments that targets the beneficiary’s risk profile and long-term needs.
To find out more about how working with Clarion Wealth Planning can help you to help your clients please call our highly qualified team on 01565 653804 or send an email.