We work with a select number of providers to deliver a totally integrated solution. Our relationships are reviewed on an ongoing basis to ensure you receive the best level of service at all times.
We also work in connection with other linked professionals who can be of assistance within your general financial planning:
Brooks & Partners is a firm of Solicitors based in Frimley, Surrey. We work with their team of professionals who are experienced in handling all aspects of private, business and commercial law. They offer a comprehensive range of legal services to both individuals and business clients.
They can assist with areas which include but are not restricted to: will writing, conveyancing, matrimonial matters, employment issues, business acquisitions, business disposals, inheritance tax, general business advice etc.
True Potential partnered by our outsourced specialists provide regulatory oversight , compliance and business support. Using specialist business support and compliance services we are able to build a scalable and compliant business.
True Potential and Transact provide the main underlying technology infrastructure and reporting tools we use to manage your portfolio and communicate with you on an ongoing basis. They help us streamline our communication and service delivery.