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Professional Partners

Solicitors and accountancy practices often need to call on the services of independent financial Planners from time to time to provide their clients with independent financial advice. Likewise, we often need to refer our clients to like-minded professionals when their particular specialism is needed. One of our principal objectives is to assist accountancy and law firms to align with our fee-based financial planners so as to enable them to provide a more comprehensive client service, which will enable them to maintain more regular contact with their clients. This will therefore help solicitor practices differentiate themselves from their competitors who will be entering the legal services market as a result of the Legal Services Act.

In this context, we are conscious that the relationships formed between professional introducers and financial planners often fail to deliver sufficiently tangible results and we believe that this is because they have no structured business plan. At Inspire we have that experience having worked with accountants and solicitors for more than a decade to implement these structured plans successfully.

If you are interested in becoming a professional partner and discussing how a relationship with Inspire Wealth Management might be mutually beneficial, please contact:

Philip Luckett or Colin Hanrahan on 0161 266 1842

Links to some of our professional partners

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