Call 01524 920015

Work with us

Are you a professional working in the Lancaster, Morecambe and Heysham areas? We'd love to hear from you, read more below to find out why.

We want to support you

We have numerous professional connections in the local area, that we support with no cost, they contact us with questions that they or their clients may have and we give guidance to enhance their service offering.

If you've ever been in a situation where a client asks you a question and it is not within your area of expertise, we will happily be on hand to provide support where we can.

Why do we offer free support? 

Firstly, we like the support of others, we often get asked questions that aren't within our remit, and we love to be able to pass our clients on to trusted colleagues or to be able to pick up the phone and get simple questions answered quickly.
 
Secondly, we want to build relationships, we get clients that want to be referred to Will Writers, Solicitors and Accountants and trust our opinion on this, we are always keen to pass our clients to people we can vouch for, and providing support for one another is a good gauge for this.



We are proud to be associates of resolution

Financial Professional

Wills and Probate


By FCA regulation and good practice, we ask every client we see whether they have a Will in place, and if they don't we strongly advice that they do.


We don't offer Will advice in house so need trusted partners to refer our clients to.

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Lancaster, Heysham, Morecambe Financial Advice

Family Solicitors


We support family solicitors with various aspects of financial remedy proceedings and negotations.


There may be nuances of client pensions that you aren't qualified to advise on, we can assist in helping your clients make the right decisions for their circumstance.

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Accountants


Tax year end comes round so quickly doesn't it?

We can help advise your clients on how to gain tax relief through pension contributions, or how to make their profits work for them.

We advise a number of our clients alongside their accountants on an annual basis, to ensure they are making the right decisions.

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The Financial Conduct Authority do not regulate will writing.


Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.

Our advice areas

Pensions

We can look at your clients existing plans, or recommend new ones. 

If going through a divorce or separation we can support in regards to pension sharing orders.

We will also happily answer ad hoc pension questions you or your clients may have.

Investments

We can look at your clients existing plans, or recommend new ones.

Have your clients received large sums of money through probate and don't know what is best to do with it? Are they receiving funds through a Divorce and have never managed their money before.

We can help advise and guide where needed.

Tax Year End 

Tax Year End is a busy time for lots of professionals and your clients.

We can help by discussing tax relief options via pension planning, or utilising other Tax allowances such as through ISAs.

We will happily join your client meetings to help where we can, or speak to you and them directly on a free consultation basis.

Insurance

A lot of the work that professionals do such as providing a will, supporting businesses through accounting or assisting in financial remedy proceedings needs underpinning with up to date and pertinent insurance.

We offer a range of personal and business protection, and will happily point you and your clients in the right direction on a free consultation basis.

We are proud to work alongside the following trusted partners.

  • Trusted Will Partner

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Get in touch to introduce yourself and your firm.

Call us on 01524 920015

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