To discuss a professional partnership:
0800 294 7199
or get in touch online.
We are open Mon-Fri, 9am-5pm.

Professional Partners

We also work alongside and in partnership with other professionals.

Many professional service firms (such as accountants, solicitors and corporate insurance brokers) are shifting their service propositions towards full client service. Here at Torquil Clark we help our professional partners enhance their service proposition with the inclusion of new and complementary client services.

Why offer financial services?

Regardless of the industry you are in competition is increasing, and this is the same for professional services such as accountancy and legal. Adding financial services to your proposition may just be a way to make your business more competitive, along with;

  • Providing a rounded service to enhance your existing offering
  • Retaining your clients
  • Adding a revenue stream to your business
  • Increasing the knowledge base of the practice partners and fee earners

Torquil Clark's experience

We have been working with accountants and solicitors for a number of years now, developing many introducer-based partnerships and a number of joint venture businesses. We can be as flexible with our arrangement as you like, but in our experience the best results are achieved by getting to know your Torquil Clark consultant with regular and personal contact.

From our blog

Stay up to date

  • 2013 Budget Summary

    By: Administrator on 20 March 2013

    This afternoon Chancellor George Osborne has presented his 2013 Budget to the House of Commons and the awaiting nation. Recent Budgets have seen savers hit hard; annual pension ...

  • End Of Tax Year Planning

    By: Administrator on 12 March 2013

    In the run up to the end of the tax year, it’s important that you consider all the tax relief/exemptions and allowances that the Government offers. Remember, many of these will ...

  • Chancellor's Autumn Statement Summary

    By: Administrator on 13 December 2012

    Here's a summary of the changes announced in the Chancellor's recent Autumn Statement. CHANGES TO PENSION LIMITS Contributions The Annual Allowance in 2014/15 will be £40,000 having reduced ...

For more industry insight and commentary, visit our blog

What Torquil Clark offers?

  • Access to specialist wealth management and employee benefit consultants
  • A flexible approach to the set up and ongoing management of a relationship
  • Compliance and regulatory expertise
  • Administration and research facilities
  • Seminars, at your offices for the benefit of your clients

We're award winners!

Gold Standard Award

We've been awarded the Gold Standard Award for Independent Financial Advice for three years in a row!

Read our blog

The latest industry views and commentary from Torquil Clark's wealth management and employee benefits experts.

To discuss a professional partnership:
0800 294 7199
or get in touch online.
We are open Mon-Fri, 9am-5pm.