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Lawyers & Accountants

 

 

We believe in offering comprehensive client service and hence work alongside and in partnership with other professionals. Many professional services firms including accountants, tax advisers, solicitors, financial advisers, insurance and mortgage brokers seek to offer a complete client service. At Simply Ethical, we help our professional partners enhance their service proposition with inclusion of new and complementary client services.

We work with a variety of partners including banks, advisory firms, accountancy firms, law firms and others. Our emphasis is on developing a long term relationship with our clients and partners alike. We fully appreciate the value of client relationship and provide all referred clients with the highest level of service.

We can offer your clients help in the following areas:

  • General investment planning for private clients
  • Pension planning for business owners & directors
  • Advise your corporate clients on automatic enrolment & pensions
  • Investment management and advice in court of protection cases
  • Investment management and advice for those applying for Tier 1 investor visa

For more information on how we can help in this area, please contact us.

 

If you are dealing with a high net worth client seeking to invest in the UK, under the Tier 1 Investor visa, we can advise your client and manage a qualifying investment portfolio to reflect their values, objectives, risk tolerance and investment experience.

If required, we can combine our wealth management capabilities with specialist UK and international tax advice tailored to your client individual needs. Moreover, we can also offer various promising ethical investment opportunities in growing small to medium sized businesses in the UK.

For more information on how we can help in this area, please contact us.

 

We manage investments for individuals who have been awarded settlements in relation to personal injury or clinical negligence, as well as those who come under the control of the Court of Protection. 

We recognise how good investment management can be critical to our clients’ long term wellbeing. We believe a bespoke investment solution based on a clear understanding of our clients’ individual circumstances can provide for a lifetime of care and support. Moreover, give our clients financial peace of mind in the face of an uncertain future.

For more information on how we can help in this area, please contact us.


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