Connections with our Legal Partners and Accountants

We have built close relationships and we work with Solicitors, Lawyers and Accountants who join us at our webinars and at our Professional Connections Breakfast Meetings and fundraising events to support local charities. During our webinars and breakfast meetings, professionals are provided with up to date legislation and any changes in the financial services industry which may affect their clients’ financial planning.

Topics presented have included Budget Summaries and Outcomes, Inheritance Tax Mitigation, Wealth Management and unfolding the complicated Pensions Legislation and due diligence affecting vulnerable clients. We also have guest speakers and we have received very positive feedback from attendees, which we include some examples below.

We are also branch Committee Members of the Chartered Institute of Legal Executives (CILEx) represent lawyers, paralegals and other legal practitioners.

Should you wish to join our webinars or breakfast meetings please contact us and we will discuss how we can potentially work together to improve our clients financial future.

  

Some of our professional connection testimonials.

Dear Helen,

Just wanted to thank you and Ken for the invitation to the breakfast meeting today which was very informative and enjoyable.

Grant, Family Lawyer

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Ken and Helen,

Thank you for your invitations to the Professional Connections breakfast meetings. The topics covered have been varied, informative and well presented. The breakfasts are also very good.

Steve, Managing Director of local accountants

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Hi Helen & Ken,

Just wanted to say thank you for having me Tuesday morning to your Professional Connections Breakfast Meeting.

I found it very informative, professional and welcoming.

Look forward to speaking soon

Business Relationship Manager (Banking)

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