Partners

Most of our financial planning includes some form of overlap with the legal or accountancy profession and we have therefore created a network of professional partners to work alongside. We are happy to refer you to these partners, if appropriate, and in many financial planning cases we will include their services for the use of trust advice, tax advice, etc.  The FCA do not regulate some forms of legal and tax advice.

We also have a general insurance partner who can help you with all of your general insurance needs, be it for individual purposes or corporate general insurances. So whatever your financial planning needs, don’t hesitate to contact us today.

Legal Advice

We have a number of partners in the legal advice profession who we can recommend and advise on.

Accountancy

There is a significant overlap between financial planning and accountancy, and we have excellent connections in this field.

Commercial & General Insurance

Contact us today to learn about our partners in commercial and general insurance.

Case studies

Novus Leisure and gpfm

Tanya Sullivan is Payroll and Productivity Manager for Novus Leisure Ltd. She inherited gpfm when she started at Novus, and we have been working with her for many years.

Find out more
A Private Client Referral That Lasted the Test of Time

Following consultation with the solicitor, the clients were referred to gpfm, where they were introduced to Chartered financial planner, Simon Frost. Initially, the clients had a no-obligation meeting with Simon, and following this, they decided to retain his private finance services.    

Find out more

Sign up to our newsletter