High end financial advice is a multi-disciplinary service. The interplay between wealth creation, taxation and legal structure demands a broader advisory perspective.
We are very aware that many Professional firms recognise that their clients have financial services requirements best served by an appropriately qualified adviser. However, for a variety of reasons, the majority of Professional firms do not operate an in-house financial services arm.
We are proud that many firms choose to refer their clients to Chiltern, citing our culture, professionalism and team based approach as key reasons for their decision.
Using leading CRM software, developed by our associated company Infront Connections, we can offer a fully outsourced financial services proposition for Professional Firms. Importantly, this includes support in managing the complex compliance and regulatory issues involved in referring clients to an Independent Financial Adviser. We can also offer a range of other supporting initiatives for the firm such as;
· Client Planning Workshops
· Technical Updates
· Regular Financial Services Briefings
· Joint Seminars
The result is a commercially viable financial services relationship providing your clients with high quality advice and a personal service.