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 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 not only the reputation of the adviser but also that of Brown Shipley. We work with our partners to provide services that complement the overall strategy that the clients are looking to achieve.
Our core services of investment management and private banking are often the reason for the referral. However, where appropriate, we work in conjunction with accountants and solicitors on areas that include:
- Wealth planning
- Creating an Inheritance Tax shelter through our AIM Portfolio
- Discretionary Fund management either via our managed fund service or a bespoke portfolio
- Pension solutions utilising our own in-house and bespoke schemes
- Partner services
- Tax Packs including Consolidated tax voucher and Capital Gains Tax disposals reports
Business Development Director - South
Call: 0207 282 3301
Business Development Director - North
Call: 0161 214 6527