Working with your professional advisers
When embarking on a financial planning exercise, a joint strategic approach with your other professional advisers is crucial.
If your advisers work on a "stand-alone" basis without communicating, any advice offered could be cancelled out by the actions of one or more of your other professional advisers.
This is why we ask for details of your advisers so that before we offer any advice, and if you give your authority, where appropriate, we may need to liaise and discuss options with your other advisers to work together to form one strategy.
This way, we all work in partnership with one another towards the same goals for you - a powerful professional combination.