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.