As a solicitor or accountant, many of your clients need specialised yet regulated financial advice. Quilter Cheviot Financial Planning work closely with professionals like yourselves to affectively address client needs once settlements are reached.
Our specialists can help a client through predicted to less predicated life events;
- Tax, Trust and Estate planning
- Selling a business
- Inheritance and succession planning
- Financial arrangements for damages awards for individuals with or without mental capacity
- Relationship breakdown
Who we work with
- Solicitors and Accountants
- Deputies of the Court of Protection
- Guardians of the Guardianship Court
How our specialisms complement yours
Whether you are a solicitor, barrister, accountant, or consultant, when you work with one of our financial planners, we recognise that it’s vital we have an understanding of the key technical points, laws and regulations practised by other professionals for the benefit of our mutual clients. We run extensive training sessions delivered by external professionals for our financial planners and Quilter Cheviot investment managers to ensure the interplay between you and us is timely, helpful, and accurate.
We appreciate that, like us, your confidence in who you work with relies on fundamental attributes such as credibility and reputation. But we also know how important it is to complement your advice at the right time and in the right way.
Our exciting offering for you and your clients
From our experience of working with solicitors and accountants for the same client matters, we know clients receive a more comprehensive solution which often leads to better outcomes.
Building on our existing offering, our experienced team is creating a range of joined-up specialist propositions that will bring valuable financial planning and investment management input to key life events experienced by your clients, incorporating:
- Holistic financial planning from Quilter Cheviot Financial Planning
- Discretionary investment management services
Let’s start our journey together
Contact our friendly professional services team now to explore the valuable solutions and outcomes we can help you achieve for your clients, and we’ll be pleased to guide you to one of our expert financial planners.