Professional Partnerships
As a long established and experienced firm of Independent Financial Advisers, Leeburn Financial Planning works closely with solicitors, accountants and other professionals for the benefit of mutual clients.
Whilst we provide a complete holistic financial planning service to our clients, we will often refer to accountants and solicitors where further specialist advice is required. In turn, these related professional services firms may not have the capability to offer specialist advice in wealth management or financial planning, and are happy to refer to Leeburn Financial Planning as a firm they can trust.
A key part of our business is assisting other professional firms with investment and financial planning services for their clients. We have formed close working relationships with several firms and as a result have formed joint venture partnerships with these firms who have carefully selected Leeburn Financial Planning as their advisory partner.
A partnership with Leeburn Financial Planning can often represent an ideal solution for most practices. We provide partnerships with Solicitors and Accountants.
For further information, please contact us on 028 92 660661.
