Relationships with our Legal Partners, Accountants and Professional Connections

We work with Solicitors, Lawyers, Accountants and Professional Connections hosting webinars and professional breakfast meetings. At these events, we support attendees providing up to date legislation and any changes in the financial services industry which may affect their clients’ financial planning and ultimately aids the service they also provide to clients.

The presentations 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, please see examples below and on our Testimonials Page

We are also branch Committee Members of the Chartered Institute of Legal Executives (CILEx) who represent 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 Connections 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


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


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)


Personal Finance

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