Working with Law firms, Solicitors and Accountants
The professional disciplines have become so complex and are subject to such regular change that we are firmly committed to the principle of leaving law to lawyers, accountancy to accountants and financial planning to financial planners.
The requirements of the Financial Services & Markets Act encourage accountants and solicitors to work more closely with appropriately qualified financial planners. Clients, and therefore relationships with them, benefit from the ‘multi-disciplined’ team approach that we work best in.
- We appreciate that you may not have the time or are able to become involved beyond your areas of expertise, or to take on yet more compliance.
- We have direct experience of working with partners and fee earners, and of the working pressures within a legal practice and accountancy firms.
- We would look to work closely with you to develop a seamless resolution of your clients’ needs and objectives, and to keep you fully informed of progress.
- Our first steps would be to learn more about your practice, to meet the people involved, and to gain an understanding of typical client profiles. We in turn would want to offer guidance on client matters and opportunities where we can add value.
Having been so closely involved with accountants and law firms, our understanding of what makes a successful client/adviser relationship is a huge advantage when working with them and their clients. A service rather than a product based offering is key to our strength.
If you are interested in becoming a professional connection and discussing how a relationship with Bluestone Asset Management might be mutually beneficial, please contact us on 020 8905 7799
The best testimonial to our service is that all of our current partners, accountants and solicitors are now our clients.