We strategically partner with like minded professional firms to deliver integrated advice. By working in partnership with Solicitors we are able to offer the client a complete solution, helping them to meet their financial and lifestyle objectives.
Our expertise expands all areas of financial planning including Pensions, Taxation and Trusts and Investment and Portfolio Management. Some specific areas we have supported Solicitors in the past are:
Pension and Divorce: This includes information gathering, evaluation of pension benefits, advice on a pension sharing order, implementation of a pension sharing order and the impact that this will have on a client’s retirement plans after a pension sharing order has taken place. All of the advisers at The Wealth Partnership are Pension Transfer Specialists and fully qualified to give advice on the most complex of arrangements.
Portfolio Management Service For Trustees: This includes putting together a portfolio that matches the client’s needs and objectives, using the most efficient tax wrappers available and most importantly regular reviews in accordance with the Trustee Act.
Please feel free to contact us to see how we can work in together in the future.