Ernest Grant

Through our years of experience of working with many of these companies we have been able to identify and form close working relationships with those that have proven an in-depth knowledge of Group Pensions, Employee Benefits, Wealth Management and the Healthcare Sector as well as providing a high level of client service, enabling us to be confident in referring our clients to them.

Whether you have never used a professional adviser before, or whether existing advisers are not providing the level of service you would expect. We will be happy to either make an introduction, or make them an integral part of your advice team. This gives you the confidence that there is a joined up approach to the overall process as well as the peace of mind that the appropriate specialists are providing the key areas of advice you need.

Having said that, we are equally happy to work with advisers you have existing relationships with. The overall desire has to be that you have a team of professionals working together with a common objective on your behalf.

We understand that more and more for our clients the 3 professions of Independent Financial Adviser, Accountant and Solicitor working closely together can only enhance the overall holistic financial planning that we offer.