If you are a professional adviser such as a Lawyer or Accountant, we know how difficult it can be to find trusted financial advisers who will deal with your clients with the same degree of integrity as you do and who understand the importance of protecting your client relationship.
As Chartered Financial Planners we offer a high quality service and aim to act at all times with the utmost degree of integrity and professionalism and to be open and ethical in everything we do, putting our clients' best interests at the heart of the business.
There are also times when we need to refer our clients to other professionals for advice which is beyond our scope and we will only do so when we are confident that our own high standards will be matched.
As a result we feel this enables us to reduce the risk to your client relationship when making a referral to us as we will work closely with you to ensure your clients' expectations are met in full.
In addition to providing advice to your individual clients and to your business clients as set out in the sections "For You" and "For Your Business" there are a number of specific areas which professional advisers may come across which we can assist with;
As we have a great deal of experience and knowledge in the pension arena, we can work with you and your clients both prior to and following a divorce settlement so that this potentially valuable asset is dealt with correctly.
With recent changes to the taxation of Trusts, there has never been a better time to review the tax efficiency and appropriateness of investments held in Trust.
We offer a review service which focuses on Trustees responsibilities in relation to investment.
Smythe & Walter
Office 9, Brogdale Farm
Kent ME13 8XZ