Solicitors & Accountants

We support the financial planning activities of professional firms such as Solicitors and Accountants by providing independent financial advice for their clients.
This is invaluable for many firms, as this advice is increasingly vital in helping clients meet their goals and objectives.

Over the years we have gained unique insights.

So what makes our approach different?

Our team is headed by RICHARD JEPHSON. Richard has over
20 years experience of working with Solicitors and Accountants.
His management experience has seen him work alongside such organisations
as The Law Society, National Accountancy Institutes and local practices.

Our relationships are structured and productive.

We like to work closely with our connections long term, striving to make
the relationship meaningful to you and beneficial to your clients.

We utilise our own bespoke referral process which will have little impact
on your time. However, we are confident that it will produce many,
many, more referrals. Most importantly it will deliver satisfied clients
and improve retention rates.

To meet with Richard for an initial chat to hear how
we work, simply call 0115 907 5138 or 07886 179 837 or you can email