Many of our clients are referred to us by other professional advisers such as accountants and solicitors.
Prosser Knowles is a professional and highly knowledgeable partner. We work with accountants and solicitors for the best possible outcomes for clients.
By working together in partnership, we can equip you with the knowledge you need to advise clients on subjects beyond your specialism.
How we help
If you are a legal professional, accountant or professional adviser, there are many benefits to building a relationship with us for both your own practice and for your clients.
You will be able to:
Offer solutions to those challenges your clients face that fall outside your own area of expertise
Benefit from our expertise and gain from our technical and specialist knowledge
Attract new clients as you extend the reach and appeal of your practice
Differentiate yourselves from your competitors at a time of increased competition
Receive referrals from our own clients who require legal or accounting advice in the course of their work with us.
We are always happy to build our network of professional partnerships. If you are interested in working in this “joined-up” way with a financial planning advice firm that already successfully practice this approach, please get in touch.
Each step of the journey explained
Life doesn’t stand still for long, meaning your needs and goals will change over time. For that reason, we encourage our clients to see financial planning as a journey rather than a destination.