Working in partnership to care for your customers

When it comes to your reputation and your company brand, you can’t afford anything less than a professional partnership that won’t let you or your clients down. Creative’s Wealth Management Team work with many Professional Introducers, offering seamless advice to their clients and working in partnership to deliver joined-up thinking with accountants, solicitors and tax advisers.

As a Chartered Financial Planner, we are amongst the most highly qualified practices in the country and our multi award-winning team are both professional, experienced and, above all, approachable.

How we support Professional Introducers

By working together with Professional Introducers, mutual clients can benefit from a cohesive approach to their personal and financial affairs, with both parties potentially benefiting from expanding the services they offer and sharing revenue, where appropriate.

Whilst we can work with Professional Introducers like you on an ad hoc basis, such as one-off pension splitting services for divorce cases, we also work with our professional connections to build ongoing relationships, enabling regular cross-referrals and a better service for mutual clients.

Behind our team of Chartered Financial Planners is a dedicated, experienced team of paraplanners and support staff who oversee all back office functions, including in-house compliance and accounting. So, whatever the scale of your requirements, you can rest assured your clients and your business are in safe hands.

Accountants

We don’t offer pure tax planning but naturally seek to use tax-efficient products and allowances. We serve a large number of high net worth clients who often need personal and business tax advice.

Our Chartered Financial Planners provide expert investment advice, as well as product and market knowledge. These services can often work in tandem with end of tax year planning and capital gains mitigation.

Solicitors

We don’t offer legal advice or services but look for opportunities to establish suitable trusts where appropriate. We serve a large number of high net worth clients who often need personal and business legal advice. This means we may be able to refer clients for your services. We find solicitors most often refer their clients to us for:

  • Pensions and divorce assistance,
  • Investment planning for trust funds,
  • Retirement planning and use of carry forward tax reliefs.

IFAs, Networks, Restricted Financial Advisers and GI Brokers

We appreciate that our services may overlap with your own, but this doesn’t mean we can’t work together. There may often be times where one business doesn’t provide a service which a client has a need for, that the other business can easily meet. In areas where we both operate, a non-compete agreement can be drawn up. Most typically, we work with other Financial Advisers on specialist work such as Defined Benefit transfers or QROPS transfers for their clients.

Where appropriate, we can provide Non Disclosure Agreements and Introducer Agreements to enable open discussion and documented terms of engagement. We can also operate ‘no cross sell’ agreements on designated services, if required.

Let Creative take your client experience to the next level

As a Chartered Financial Planning business, we pride ourselves on high ethical and service standards. We only seek to work with other professionals who share similar values. If your business seeks a trusted partner that can offer reliable, quality service and leading financial advice, don’t risk your reputation – talk to Creative today.

 

Important information about Professional Introducer Partnerships

  • Any QROPS advice will require the involvement of a different adviser in the receiving country