Austen Birkett Financial Planning welcomes referrals from accountants and solicitors. Many of our clients have been introduced to us through professional contacts and we also look after accountants and solicitors as personal clients. In fact, other independent financial advisers refer specialist work to us that requires our expertise and qualifications.
We can help you offer a more comprehensive, co-ordinated service to your clients and develop regular client contact. This enhances the service proposition to your client and naturally, with the client’s permission, we will keep you fully informed. Fellow professionals also like our fee-based advice and our highly personal service. For further information, please refer to why work with us and qualifications.
We fully appreciate the relationship between practices and we often refer our own clients to other professionals with whom we work on a regular basis.