As a solicitor or accountant, many of your clients need specialised yet regulated financial advice. Quilter Cheviot Financial Planning work closely with professionals like yourselves to affectively address client needs once settlements are reached.
Our specialists can help a client through predicted to less predicated life events;
- Tax, Trust and Estate planning
- Selling a business
- Inheritance and succession planning
- Financial arrangements for damages awards for individuals with or without mental capacity
- Relationship breakdown
Who we work with
- Solicitors and Accountants
- Deputies of the Court of Protection
- Guardians of the Guardianship Court