Lawyers, Accountants, tax planners, niche fund management groups and IFAs are amongst the professionals that engage Westminster Wealth to deliver upon some aspect of their valued clients' affairs.
We have an exemplary record in dealing fairly and professionally with other firms' clients and would be pleased to hear from you should you wish to form a relationship of this nature.
This will typically work best if your firm's ethos mirrors some of the core values we hold as it will more likely result in a seamless service for your client between our two companies.
For the clients of many of our legal and accounting partners we will conduct the full advice process. In contrast, fund managers, IFAs or mortgage brokers will typically ask us to only act on one particular aspect of their clients' needs. This might be so that assets may be more effectively serviced by a fund management group; IFAs not specialising in EIS and VCT work have client needs met in this area; mortgage clients have their insurance, pension & investment issues addressed.
If you would like to discuss how this could work for you and your firm then please contact us at firstname.lastname@example.org