Over the years we have established an extensive network of relationships with professional advisers. Our financial planning team is dedicated to working in partnership with professional advisers to deliver the best solutions for our clients. Many professional advisers recommend Brooks Macdonald to their clients, confident in the advice and service we provide.
Our advice is designed to enhance the value of the service you offer to your clients, assisting in client retention, managing risk and providing your business with a competitive edge.
Our comprehensive fee-based service is advice, rather than product, driven and is designed to satisfy your clients’ requirements, enhancing the value of the service you offer and encouraging client retention.
Our service can be tailored to meet your clients’ needs and complement the services you already provide.
Some of the specialist areas with which we assist professional advisers are the financial implications of divorce, Tier 1 Visas and Court of Protection awards.
We offer a range of technical briefing sessions to our professional advisers to help them satisfy their CPD requirements and to ensure they are familiar with any topics discussed with clients. These presentations can be co-ordinated with your in-house training sessions or team meetings at your office so that they are not disruptive to your working day.