Professional Partnerships

At FP Wealth Management we work closely with a select number of professional firms to build long-term, valued relationships.

Adding Value
The areas of specialism where we add discernible value to are:

bulletptTax planning – income tax, capital gains and inheritance tax mitigation

bulletptTrusts – including a fixed cost independent trust review service

bulletptPortfolio management – for individual clients and trusts

bulletptCare fees planning

bulletptPensions and retirement income planning

bulletptLife Insurance and Protection – we have particular expertise in securing difficult or very high value protection cases, often in connection with IHT planning.

Support and Technical Seminars
We feel that it is important to give appropriate support to our Professional Partners as part of our ongoing commitment to the relationship. We value these relationships greatly and work hard to maintain healthy lines of communication and continually work together to develop our alliance.

We deliver regular technical seminars to our Professional Partners on a broad range of subjects that aid the Partner firm’s ongoing training requirements. Our impeccable service levels and ongoing work with our Professional Partners drives beneficial new ideas and initiatives between firms.

New Relationships
We ask all our Professional Partners to complete a detailed Professional Partners Questionnaire, so that we may easily identify the areas where we can deliver the most value. We feel it’s important that we are a ‘good fit’ with our Partners; all working to deliver the best possible results for our clients. To this end we strive to get a clear understanding of firms and working practices, so that we may accurately tailor our services to them and their clients.

If you are interested in exploring the possibility of forming a partnership with FP Wealth Management, please Contact Us.

  

to make a difference