Walls Walker

Professional Connections

The services we provide complement those provided by professional services firms, such as solicitors and accountants. There are many similarities in the way in which we operate, including our fee-based approach for some of our clients, as well as our focus on the service we provide.

We aim to work together with those professional practices whose approach matches our own and with whom we can build relationships of mutual benefit, in order to offer our clients the best, most comprehensive service possible.

Whilst we provide a full service to our clients, we are aware of our limitations. In some aspects of personal and corporate tax planning, we are simply not the best placed to offer specialist advice. In turn, some professional services firms may not have the capability to offer specialist advice in wealth management
or financial planning, in which case you must either let your client independently seek advice elsewhere or alternatively refer them to an adviser you trust.

When introducing your client to a third party adviser, you want to be sure you are putting them in safe hands and that the adviser will provide the highest level of service to them. If handled intelligently, successful referrals can enhance both the overall service and reputation of your firm.

Over the years, we have established strong relationships with a number of accountancy practices and other professional advisers who recognise our services are an adjunct to their own.

* The Financial Services Authority does not regulate taxation advice