At Rosan Helmsley, we work closely with all our clients’ professional advisers. There is clearly a distinct overlap in working with our clients’ accountants and lawyers on their tax planning and legal affairs respectively. We can serve our mutual clients better through a common understanding of their affairs.
If you are a Solicitor, Accountant or other professional advisor, you will know that as the regulations surrounding the provision of financial advice grow ever tighter, it makes good business sense to refer your financial services clients to an IFA. Rosan Helmsley can partner you with a range of quality financial planning services.
As a professional firm, you may simply want to provide your clients with quality, unbiased financial advice from a reliable source, or potentially establish a further source of income.
Either way, we can provide tailor-made services that work in tandem with your practice to enhance your business.
Contact us for further information.