A seamless extension of client services
A major factor in the growth and development of the business has been the partner relationships Sequence Financial Management has established with accountants, solicitors and other professionals in the region.
These relationships, both formal and informal in structure, are built upon mutual respect and confidence in the advice provided by the advisers involved, together with a belief that in combining the expertise and high standards of professionalism provided by both sides, the client is benefiting from the very best possible service.
Our preferred approach is to work closely with individuals, their families and professional advisers to gain an appreciation of a client’s goals, motivations and propensity for risk.
However, our proposition can also be more streamlined. In areas of tax planning we often work closely with professional partners to address a single issue on behalf of a client, taking care to ensure that we capture all of the information required in order to provide informed advice.
Our team approach ensures the uppermost level of service to clients who range from large owner managed businesses to quoted companies, wealthy individuals, families and trusts.
Please do not hesitate to contact us to discuss how we may benefit your practice, either in respect of a specific area of financial planning or a more structured on-going referral process. We are very happy to discuss potential solutions for client situations without charge or obligation.
If you are interested in becoming a professional connection and discussing how a relationship with Sequence might be mutually beneficial, please contact us on 0845 643 2633.
The Financial Conduct Authority does not regulate tax advice.