As an accountant, solicitor, trustee or deputy, you are likely to need to engage a financial adviser to meet your duty of care to your clients.

In the past, many accountancy and law firms allowed their fee earners to ‘do their own thing’ and refer on an informal, ad hoc basis. Today, most are moving to a more robust method of selecting professional financial advisers.

Solicitors, acting under the current Solicitors Regulation Authority (SRA) Code of Conduct, should act in their clients’ best interests and refer clients to a financial adviser. Under the ICAEW Code of ethics, accountants have a duty of care to their clients and should ensure that they are introduced to an ‘independent financial adviser, which is, by definition, unbiased and unrestricted’.

Comprehensive and holistic financial planning with an expert and experienced Fiduciary Financial Planner is significantly more likely to result in excellent client outcomes.

At Jones Hill, our fees aren’t shackled to investment performance, so you and your clients can be readily assured of an expert, bespoke planning service throughout our relationship.

Here’s how we can help you:

  • We will work together to establish what your client’s main objectives are; both short and long term. We aim to make the collaboration process as easy as possible, for example meeting you and your clients at your offices or ours
  • We use some of the most advanced technology available in the UK, utilising data that goes back to the 1900s, to ensure we set your client up for success
  • We are Long Term Care qualified and use your client’s circumstances and our expertise in this area to create a bespoke plan
  • Your clients will benefit from a team that is focused on delivering expert, holistic financial planning. We will work with you on an ongoing basis to ensure your client stays on track to achieving their personal objectives