Financial planning
Professional partners
As well as supporting our Hazlewoods accountancy colleagues, we regularly partner with other accountants and law firms to help their clients make confident financial decisions.
Our professional relationships
Over the years, we’ve built strong relationships with local and regional accountancy and legal practices. Our approach is to work collaboratively – combining our expertise to achieve the best outcomes for clients.
How can we help
Financial planning and divorce
Divorce can raise complex financial questions, particularly around pensions and long-term security. We work with solicitors and their clients to bring clarity to these issues. By getting involved early in the process, we can support you with clear, practical insights to help your client move forward with confidence by:
- Providing a clear picture of the client’s current and future financial position
- Financial planning advice both during and after divorce proceedings
Wealth advice for trustees
Trustees have a responsibility to look after assets sensibly, while meeting the needs of beneficiaries. We’ll work with you to ensure investment strategies balance risk and reward appropriately and are well-governed and aligned with the trust’s objectives. Our comprehensive service includes:
- Independent investment management
- Active, ongoing portfolio management
- Clear risk management and controls
- Strong governance and oversight
- Regular, easy-to-understand reporting
