Expand Your Client Offering Without Extra Overheads: Outsourced
Mentored Later-Life Planning for Financial Advisers, Accountants & Solicitors
If you’re a Financial Adviser, Accountant, or Solicitor, you’ve almost certainly had clients ask about issues that sit just outside your core service — Care; Equity Release; Financial Planning; HMRC; IHT; Powers of Attorney; Probate; Trusts; Wills. Many firms politely decline or refer out. I understand why: capability, compliance, capacity, and commercial risk. But every referral is also a missed opportunity—both for your client and for your practice.
Read about Professional Partnerships by following this link to my companion website
Let’s talk
If you think I may be able to help, you’re welcome to contact me by phone, WhatsApp, email, or through the online enquiry form. The phone and WhatsApp links only work fully if you’re viewing the site on your mobile phone.
Your initial consultation is at my expense, your convenience, and without obligation. Consultations will generally be conducted online via Microsoft Teams or Zoom. After a preliminary conversation, if you live in or near Teesside, I can provide an at-home service if you prefer.