We are very happy to work alongside other professional advisers such as solicitors, accountants and independent financial advisers.
We recognise that your client is important to you and our avowed intent in all matters is to support the relationship you share with your client so we will agree with you in advance how you want this association to work.
We know that the administration of estates containing shareholdings can be a time-consuming process. Our probate team with extensive resources is able to provide you with a comprehensive and efficient Estate and Probate service to reduce your workload and provide a ‘one-stop-shop’ for the validation, valuation, administration and dealing in shares left as part of an estate.
We are also experienced in helping clients create investment portfolios to reflect their individual circumstances, attitude to risk and investment objectives. We will be happy to offer a free initial consultation to trustees or beneficiaries with a view to providing investment advice or portfolio management longer term.
We can help you with:
- Probate valuations
- Estate sales and distributions
- Power of Attorney
- Court of Protection
- Share dealing
- Portfolio Management
If you are a solicitor or accountant and need our advice on your client’s behalf we will be delighted to speak with you.