Smart, co-ordinated working
If you are using the services of different professional advisers, it’s essential that they all work together.
We will provide a fully co-ordinated professional service working with the other existing advisers that you have appointed or, if it’s appropriate, we will make introductions to advisers that we know and trust. Whether it’s corporate financiers, private equity, lawyers, tax advisors, accountants, insurance specialists or professional wealth managers, we can help identify the right people to work on your behalf.
Once appointed, we can communicate and liaise directly with your other advisers to provide a joined-up service.
Find out more
For more information or if you would like to be introduced to one of our professional partners, please contact us or complete and submit the form below.
I have worked closely with Sanjay and his team over the last 20 years and he has provided excellent service and expertise to clients of my practice. The work has involved wealth management & corporate advice for high net worth individuals and they have all expressed their appreciation for the quality of the service he has provided. The clients in question were principally the owners of multinational companies for whom I acted in my capacity as senior partner of major city practice.
My clients have built up a close relationship with him over the years and we have always found him to be highly reliable, trustworthy and an acknowledged expert in relation to the services he has provided.
I always enjoy working with him on mutual clients on an ongoing basis and he continues to provide helpful advice and assistance to them.
Sanjay is highly skilled and very well connected in developing and consolidating businesses. His acquisitions of Financial Planning businesses whilst at Succession shows his determination in growing business. Through his various connections, he is able to raise capital through PE and other sources for businesses with a view to building them for eventual realisation. Looking forward to working with him in the future.
Family business strategy
Business funding solutions
Business succession strategy
Wealth preservation planning
Business wealth management
