Accountants and Lawyers
The strong relationships we enjoy with many accountants and lawyers are fundamental to our business. By working in partnership with them, we ensure the client always comes first.
Many clients are initially introduced to Brown Shipley by their professional advisers who trust us to deliver a wealth management service which encompasses our core values of personal service, trust and integrity. We understand that the referral of a key client should enhance the reputation of the adviser and importantly, our work needs to complement the overall strategy advisers have reached with their clients.
Our core services of investment management and banking are often the reason for the referral. However, where appropriate, we work in conjunction with accountants and solicitors on areas that include: