Professional Partners

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

• Open Market Option Still Not Being Used

  By: Rachel Jefferson on 14 February 2012

  In my 16 years in this industry, it still amazes me that people do not take advice when they decide to take their pension benefits. For me, this ...

• What A Difference A Day Makes

  By: Administrator on 13 February 2012

  With the impending reduction in the Lifetime Allowance from £1.8 million to £1.5 million, quirks in the legislation means that for certain individuals looking to take benefits over ...

• In A Fix About Protecting Pensions

  By: Administrator on 13 February 2012

  The lifetime allowance, the tax efficient ceiling for pension savings, will be reduced from £1.8 million to £1.5 million on 6 April 2012.  To negate this, a new ...

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