Accountants, Solicitors & General Brokers – Can We Help Each Other?
CFS provides comprehensive financial planning advice to individuals and small to medium sized businesses. This brings us into contact with other professionals who also act for our clients. Our firm was formed by an experienced group of financial advisors, whose specialities complement and enhance the services provided by other professional firms, such as Accountants, Solicitors and General Insurance Brokers.
We operate a number of formal referral agreements with firms such as these, and we are always looking build relationships with fellow professionals. As an accountant, solicitor or general broker acting for your clients, there may be a need for pension, investment or business protection advice. We would be glad to be of help.