Professional Connections
We do not enter into formal referral agreements with other professionals but we have successfully provided ad-hoc and one-off focused advice to clients of solicitors, accountants and other IFAs by simple introduction whereby we take full responsibility for the advice given.
We have also provided consultancy services on an ad-hoc and one-off basis to employers and trustees.
Automatic Enrolment has also seen us connecting with payroll companies to provide employers with seamless auto-enrolment processing.
We never cross-sell nor pay for introductions.
